Enter what you can invest each year and see the difference between a tax-smart plan and a typical one, at 65, 70, 75, 80 and 85. Illustrative only.
| At age | Typical | Tax-smart | You keep |
|---|---|---|---|
| {{ r.age }} | {{ r.typical }} | {{ r.smart }} | {{ r.gap }} |
Illustrative only. Assumes a tax-smart plan retains more at low corporate rates and compounds with less tax drag than a typical draw-it-all-out approach. Not a projection of your actual results, real numbers depend on your situation and current legislation.
We'll model your actual income, accounts, and timeline across the whole plan, not just one year.
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