Help clients discover the keys to building wealth effectively
The accumulation calculator shows the effectiveness of money growing (taxable, tax deferred, tax deductible and/or tax free) accounting for a series of variables including earning rate and term insurance. This analysis helps clients determine whether to:
- pay tax on the seed or harvest of their investment.
- buy term and invest the difference or buy whole life
- net the taxes and other costs out of the investment or pay it from another account
