Save taxes today, and maximize your future tax-free income tomorrow.
WealthPRIME® instantly illustrates and compares advanced tax-mitigation and wealth-building strategies.
How WealthPRIME® can save you $100,000 or more:
Without Plan
With Plan
Gross Income
$600,000
$600,000
Retirement Plan Contributions
$0
$200,000
Taxable Income
$600,000
$400,000
State and Fed Tax Rate
50.0%
42.3%
Estimated Fed Tax Liability
$300,000
$169,200
Total Tax Savings
-
$130,800
How much can I save?
Explore the following scenarios which will help you determine how much your tax savings can be, based on your age and income.
RetirePLUS
Advanced Retirement Strategies. Upgrade your plan to mitigate tax and build wealth.
Jane Investor
Age: 35
Select income:
Estimated Tax Savings
$100,000
Annual Tax-Free Income
from Ages 71 to 85
$299,328
Tim Investor
Age: 40
Select income:
Estimated Tax Savings
$100,000
Annual Tax-Free Income
from Ages 71 to 85
$217,219
Eric Investor
Age: 50
Select income:
Estimated Tax Savings
$100,000
Annual Tax-Free Income
from Ages 71 to 85
$112,106
Wealthprime is Trusted by
for Accredited Investors
Explore new sources of wealth with alternative investments.
Use little-known alternative investments such as leveraged life insurance, solar power, and land conservation to earn up to a 4-to-1 multiple in tax relief.
- Diversify your portfolio
- Amplify your assets
- Sustain clean environmental living
for Insurance Agents
Retirement plans are smart investments.
Many business owners qualify for upgrades that can yield annual tax savings of $100,000 or more through what’s called a cash balance plan.
- Grow wealth faster
- Save more for retirement
- Reduce tax burdens
for Financial professionals
Offer clients the ultimate path to wealth creation.
Your clients need help protecting their money from erosion and unnecessary taxation.
- Shield client assets from market volatility with alternative assets
- Provide greater returns on investment
- Use leveraged life insurance to create tax-free income
- Be the go-to expert for financial stability and wealth optimization
Success stories
On-Demand Customer Care
WealthPRIME’s team of experts can help with:
- Technical questions about using our software
- New business and plan installations
- Plan consultations, plan design, and retirement plan guidance
Save taxes today, and maximize your future tax-free income tomorrow.
WealthPRIME® instantly illustrates and compares advanced tax-mitigation and wealth-building strategies.
