Name
Eric Investor
Income
$5,000,000
State
California
Age
50
50
Age
California
Male
Non-Owner
ESTIMATED TAX SAVINGS
$1,006,000
DEATH BENEFIT
$13,019,306
ANNUAL TAX-FREE INCOME FROM AGES 71 TO 85
$1,126,459
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 $2,000,000 giving you back $1,006,000 in wealth.

  Without Plan WealthPrime Plan Difference
Income $5,000,000 $5,000,000 -
Long-Term Capital Gain Income $0 $0 -
Total Income $5,000,000 $5,000,000 -
Retirement Deduction $0 $0 $0
Adjusted Gross Income $5,000,000 $3,000,000 $2,000,000
Estimated Taxes $2,515,000 $1,509,000 $1,006,000
Estimated Taxes after Credit $2,515,000 $1,509,000 $1,006,000

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

$500,000

CONSERVATION TAX DEDUCTION

$1,250,000

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)
$500k
$500k
Year 1
$500k
$500k
Year 2
$500k
$500k
Year 3
$500k
$500k
Year 4
$500k
$500k
Year 5
$1M
Year 6
$1M
Year 7
$1M
Year 8
$1M
Year 9
$1M
Year 10
TOTAL CLIENT COST (5 YEARS)

$2,500,000

TOTAL BANK COST (10 YEARS)

7,500,000

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$1M
Age 72$1M
Age 73$1M
Age 74$1M
Age 75$1M
Age 76$1M
Age 77$1M
Age 78$1M
Age 79$1M
Age 80$1M
Age 81$1M
Age 82$1M
Age 83$1M
Age 84$1M
Age 85$1M
ANNUAL RETIREMENT INCOME (15 Years)

$1,126,459

TOTAL TAX-FREE RETIREMENT INCOME

$16,896,885

Ready to move forward? WealthPRIME specialists are available to discuss this strategy in more detail. Please schedule your free proposal consultation below.

Book WealthPRIME Now!