WealthPRIME® Trinity
There’s still time to reduce your 2021 tax liabilities. See how quickly you can reduce your taxes.
BUSINESS OWNERS
Trinity, our three-pronged tax-reduction tool, shows you how making certain smart investments can reduce your tax liability and grow wealth. Assemble the financial building blocks of your wealth plan now and receive a fully customized report, immediately.
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.
Traditional investments have limitations. Diversify your portfolio, amplify your assets, and reduce taxes through oil and gas drilling and conservation easements.
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.
Resources
A new IRS tax law can earn you an additional 20% deduction.
Resources
Cash balance plans can yield annual tax savings of $100,000 or more.
WealthPRIME’s team of experts can help with:
Convert more high-net-worth clients with cash balance plans that help business owners save over $100,000 per year in taxes.
Purchase tax-deductible life insurance to earn tax-free distributions at retirement.
Access alternative investments that generate maximum tax-savings and optimize wealth creation.
Our unique solution blends alternative asset classes, innovative savings options, and tax mitigation strategies to protect your income and grow your wealth tax-free.
* WealthPRIME™ does not provide tax or legal advice. This website and the information and calculator provided on this website are for informational purposes and are not intended as investment, business, legal or tax advice and WealthPRIME™ is not responsible for any investment, business, tax or legal recommendations or opinions of third parties cited on this website or in the information contained herein. For legal or tax advice concerning your situation, please consult your attorney or professional tax advisor. This material is designed as an educational tool. You should review any planned financial transactions or arrangements that may have tax, accounting, investing, or legal implications with your personal professional advisor. Clients and other interested parties must consult and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here. The material contained on this website is for informational purposes only and should not be considered investment advice. Any chart, graph, or formula should not be used by itself to make any investment decision. The information contained on this website has been obtained from sources WealthPRIME™ believes are reliable; however, WealthPRIME™ does not warrant the accuracy, completeness or timeliness of such information. WealthPRIME™ shall have no liability, contingent or otherwise, for the accuracy, completeness or timeliness of such information or for any decision made or action taken by you in reliance on such information. Any opinions expressed herein are subject to change without notice. WealthPRIME™ EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR IMPLIED, REGARDING THIS WEBSITE AND THE INFORMATION CONTAINED IN IT, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, TITLE, NONINFRINGEMENT OR FITNESS FOR A PARTICULAR PURPOSE, EVEN IF WealthPRIME™ HAS BEEN INFORMED OF SUCH PURPOSE. USE OF THE WEBSITE AND SUCH INFORMATION IS AT YOUR SOLE RISK. IN NO EVENT SHALL WealthPRIME™, ANY OF ITS AFFILIATES, OR ANY OF THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, SHAREHOLDERS, MEMBERS, AGENTS, REPRESENTATIVES, SERVICE PROVIDERS OR SUPPLIERS, BE LIABLE TO YOU OR ANYONE ELSE FOR ANY CONSEQUENTIAL, INCIDENTAL, PUNITIVE, SPECIAL, DIRECT OR INDIRECT DAMAGES (INCLUDING WITHOUT LIMITATION LOST PROFITS) THAT RESULT FROM THE USE OF THIS WEBSITE OR ANY OF SUCH INFORMATION.