How Much Could You Save With the Right Strategies?

Select every strategy that applies to your situation — savings estimate updates live.

Marital Status
BUSINESS OWNER
S-Corp Election

Eliminate self-employment tax on distributions

HIGH IMPACT
QBI Deduction (Sec 199A)

Up to 20% deduction on qualified business income

BUSINESS ONLY
Augusta Rule (Sec 280A)

Rent your home to business — up to 14 days tax-free

QUICK WIN
Deferred Compensation (NQDC)

Defer high-income years to lower-tax retirement

EXECUTIVE
RETIREMENT PLANNING
Roth Conversion Ladder

Pay tax now — zero tax on withdrawals forever

LONG-TERM
IUL Tax-Free Income

Tax-free retirement income — no IRS restrictions

HIGH IMPACT
RMD Minimization Strategy

Reduce mandatory withdrawals through Roth conversions

PRE-RMD
Social Security Tax Reduction

Reduce taxation of SS benefits via income sequencing

RETIREES
INVESTMENT STRATEGY
Tax-Loss Harvesting

Offset capital gains with realized investment losses

ANNUAL
Asset Location Optimization

Hold assets where they’re taxed least

ONGOING
Charitable Giving Strategy

Give appreciated securities — full FMV deduction

DONORS
Puerto Rico
Act 60 — 0% Capital Gains

Export services billed at 4% income tax

PR Residents
Act 60 — 0% Capital Gains

Zero tax on gains from assets acquired post-decree

PR Residents
EST. ANNUAL TAX SAVINGS

$0

per year — with selected strategies

Current est. tax $80,000
Optimized est. tax $80,000
Effective rate — now 32%
Effective rate — optimized 32%
Tax reduction achieved 0%
STRATEGY BREAKDOWN
← Select strategies to see
your savings breakdown
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