Use our Social Security Tax calculator to show your clients how they can reduce or eliminate the Tax on Social Security Benefits

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Our Social Security Tax calculator Pro can show your clients how they can reduce or eliminate the Tax on Social Security Benefits and realize a potential increase in net spendable income by using Tax Advantaged accounts such as (Annuities, Single Premium Life, Modified Endowment Contracts & Roth IRA's).

Example Calculation:

Ted, Is a retired 64 year old gentlemen. He collects $12,000 a year from his pension, $18,500 from Social Security and takes an IRA distribution of $3500 each year. Ted also has an Emergency Fund of $162,500 in a CD earning $6500 annually or about 4% interest that is accumulating for a rainy day. The example calculation below compares Teds current scenario VS a deferred scenario to show the Tax savings Ted could realize by simply moving the CD to a Tax Deferred Annuity.

 


Social Security Tax Calculator (Monthly Subsciption)

The Social Security Tax Calculator helps you determine if a tax savings and a potential increase in net spendable income can be realized by reducing or eliminating the Taxable portion of Social Security Benefits.  This is illustrated by comparing how a clients income is structured currently v.s. restructuring retirement income or taxable assets into tax deferred account such as Annuities or SPWL.

$9.95 per Month


Social Security Tax Calculator ( Annual Subsciption)

$99.00 Annual Subscription