Social Security Tax Calculator Pro & Client Friendly Social Security Tax Calculator for your Website

With this great Combo, you get the Social Security Tax Calculator Pro and Client Friendly Social Security Tax Calculator for your Website.

The Social Security Tax calculator Pro can help you 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). 

The Client Friendly Social Security Tax Calculator for your Website is a simpler version of the Social Security Tax Calculator Pro that is placed on your website, it allows clients to calculate the taxable amount of their Social Security Benefits.  They can then Request Tax Saving Strategies which emails a copy of their calculation directly to you so you can help them.  Click here to see an example.

( $100 Annual Subscription per Financial Professional )


Social Security Tax Calculator Pro

The Social Security Tax calculator Pro can help you 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).

 

 ($50 Annual Subscription per Financial Professional )

 

Social Security Tax Calculator Pro - 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.

 


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