No topic is more newsworthy, or troublesome, than taxes – especially to high-income earners planning for the future. Consider some recent tax related developments that may significantly impact your savings strategies and outlook.
Top Marginal Tax Rate – 37% for tax payers with income over $500K ($600K joint)
Long-Term Cap Gains – 20% for top-bracket tax payers
If these are concerns with your high net worth clients, an Individual Supplemental Retirement Plan could be the solution for them. A properly structured iSIRP provides clients with tax sheltered cash accumulation, non-reportable – tax-free income with flexible contributions and a100% guaranteed return of premium feature for the first 7 years.
Ideal Client Profile for the iSIRP Concept
Age – 49
Annual Income – $606,376
Net Worth – $3,985,384
Average commissionable premium $118,000
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