Is Your Money Working as Hard as it Could?

Circular infographic titled "Is Your Money Working for You as Hard as it Could?" with a color-coded scale showing tax-deferred return percentages from 5.50% to 7.00%. Inside the circle, a table compares tax rates and their equivalent taxable returns. Text in the center explains steps to determine the rate of return needed for tax-deferred investments.

We printed an interactive tool to demonstrate the annual rate of return needed from a taxable investment to match the return needed from a tax-deferred investment. Using this we look at a taxable return of 6.62% would match the return of a 4.50% tax deferred return if taxed at 32%.

Get your free copy of this tool by clicking the box below so you can begin to demonstrate the power of tax deferral with your clients.

  • A circular chart titled 'Is Your Money Working for You as Hard as it Could?' with a color-coded outer ring showing tax-deferred return percentages from 2.00% to 5.75%, a middle layer indicating tax-deferred return equivalents, and an inner section with tax rates and tax-return equivalents. The chart contains instructions for determining tax-deferred return and discusses investment strategies.
  • Circular infographic about tax-deferred return rates with a blue and green color scheme, displaying percentages and formulas related to taxable return equivalents.
  • White circular record with a black hole in the center, featuring the WealthVest logo and text with legal disclaimers and company information.
  • A partial image of a circular chart displaying tax rates and corresponding tax returns, with a focus on the tax-deferred return section and a section asking if money is working as hard as it could.

To discuss how you can incorporate the power of tax deferral with your clients fill out the form below or give us a call at 877 595 9325