Name
Tim Investor
Income
$1,000,000
State
California
Age
40
40
Age
California
Male
Owner
ESTIMATED TAX SAVINGS
$100,600
DEATH BENEFIT
$2,486,870
ANNUAL TAX-FREE INCOME FROM AGES 71 TO 85
$217,219
ACCUMULATED WEALTH AFTER 15 YEARS
$0

Your Wealth Building Snapshot

In your personalized wealth plan below, retirement contributions coupled with your chosen alternative investment lowers your Adjusted Gross Income (AGI) by $200,000 giving you back $100,600 in wealth.

  Without Plan WealthPrime Plan Difference
Income $1,000,000 $1,000,000 -
Long-Term Capital Gain Income $0 $0 -
Total Income $1,000,000 $1,000,000 -
Retirement Deduction $0 $0 $0
Adjusted Gross Income $1,000,000 $800,000 $200,000
Estimated Taxes $503,000 $402,400 $100,600
Estimated Taxes after Credit $503,000 $402,400 $100,600

Land Conservation

This is an investment into a limited partnership for Land Conservation that will help preserve the environment while saving taxes for investors. Loss carry forwards can be used for up to 15 years.

CONTRIBUTION AMOUNT

$50,000

CONSERVATION TAX DEDUCTION

$200,000

Leveraged Life Insurance

Life insurance strategies are the third tier in your wealth building plan. Depending on your goals, you can either see the death benefit, or tax-free retirement income made possible by financing your premiums, leaving your outside assets available to work for you. Actual results may vary based on individual facts, circumstances, and medical underwriting.

Total Client Cost (5 years)
Total Bank Cost (10 years)
$50k
$50k
Year 1
$50k
$50k
Year 2
$50k
$50k
Year 3
$50k
$50k
Year 4
$50k
$50k
Year 5
$100k
Year 6
$100k
Year 7
$100k
Year 8
$100k
Year 9
$100k
Year 10
TOTAL CLIENT COST (5 YEARS)

$250,000

TOTAL BANK COST (10 YEARS)

750,000

Tax-Free Income at Retirement

In addition to securing a much larger policy in a shorter period of time, you will also have greater tax-free income later in life. For terms and conditions, please contact one of our WealthPRIME Advisors to discuss in more detail for your specific situation.

Age 71$217k
Age 72$217k
Age 73$217k
Age 74$217k
Age 75$217k
Age 76$217k
Age 77$217k
Age 78$217k
Age 79$217k
Age 80$217k
Age 81$217k
Age 82$217k
Age 83$217k
Age 84$217k
Age 85$217k
DOWNLOAD ILLUSTRATION
ANNUAL RETIREMENT INCOME (15 Years)

$217,219

TOTAL TAX-FREE RETIREMENT INCOME

$3,258,285

Need help? Call our support team 24/7 at (855) PRIME40