Our new Wealth & Tax Optimizer gives you a powerful tool to help your clients build a fruitful retirement, tax, and wealth-building strategy. As a financial, estate attorney, or accounting professional, your goal is to service clients, add value, and gain additive business for your practice. This 3-page report helps you demonstrate the benefits of using advanced retirement planning solutions.

WealthPRIME™ has created the Wealth & Tax Optimizer to offer your clients a high-level view of what their retirement future can look like. This report briefly touches on the new 199A tax incentive that’s offered to qualifying income ranges, and showcases a little-understood retirement plan, called the cash balance plan. Cash balance plans are built for the high-income earner and help your clients realize tax deductions and savings rates up to 4x greater than a 401(k) plan alone. Business owners can contribute hundreds of thousands of dollars to their retirement each year–giving them significant tax benefits.