WealthPRIME® Trinity

Want to save this year on taxes? Act now.

There’s still time to reduce your 2021 tax liabilities. See how quickly you can reduce your taxes.

BUSINESS OWNERS

Discover how much you can save in taxes, instantly.

Trinity, our three-pronged tax-reduction tool, shows you how making certain smart investments can reduce your tax liability and growth wealth. Assemble the financial building blocks of your wealth plan now and receive a fully customized report, immediately.

Retirement contributions drive lower taxes

Retirement plans are great 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.

Investors can earn 90% to 500% dollar-for-dollar tax deductions

Traditional investments have limitations. Diversify your portfolio, amplify your assets, and reduce taxes through oil and gas drilling and conservation easements.

Use leverage to maximize wealth

Life insurance can be a game changer for your asset protection and growth. Financing life insurance premiums provides a much larger policy in a shorter period of time, creates tax-free income, and transfers your wealth-tax free.

Build your wealth plan.

Test drive Trinity by WealthPRIME®

Explore other tax solutions.

Resources

Tax law benefits

A new IRS tax law can earn you an additional 20% deduction.

Resources

Cash Balance Plans

Cash balance plans can yield annual tax savings of $100,000 or more.

Success stories

On-Demand Customer Care

WealthPRIME’s team of experts can help with:

Build wealth and redesign your reality.

Explore our digital wealth-building solutions

RetireWELL™

Convert more high-net-worth clients with cash balance plans that help business owners save over $100,000 per year in taxes.

DoublePLAY™

Purchase tax-deductible life insurance to earn tax-free distributions at retirement.

Trinity

Access alternative investments that generate maximum tax-savings and optimize wealth creation.