How Much Could Taxes Cost You Without a Plan?
Adjust the sliders below to see what you could be leaving on the table — and how a fiduciary can help you keep more of what you've earned.
Estimated avoidable taxes
$347,435
Over 30 years, that's what you could leave on the table by not tax-planning effectively.
Ending Portfolio – No Planning
$2,708,281
Ending Portfolio – With Planning
$3,055,716
Difference kept: $347,435 (11.4%)
What That Means Each Year
Level annual income you could draw for 30 years, given average returns and tax drag assumptions.
Annual — No Planning
$106,281
Annual — With Planning
$119,884
Extra in Your Pocket
$13,603
Every year for 30 years
Educational illustration only. This calculator uses simplified, average assumptions (gross return 5%/yr; tax drag 1.0% vs 0.5%). Results are hypothetical and not guarantees. This is not investment, tax, or legal advice. Individual situations vary and tax laws change.
Talk with a licensed fiduciary advisor and a tax professional before making decisions. Assumptions may be updated periodically.