Tax Planning Strategy Builder
Create personalized tax strategies to minimize your tax burden, optimize retirement planning, and preserve wealth for future generations.
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Tax Strategy Score
Your overall tax efficiency score based on your current strategy selections
68
/100
Good
Your tax strategy is solid but has room for improvement in specific areas.
Estimated Annual Tax Savings$8,750
Lifetime Tax Reduction$312,500
Personalized Recommendations
Top strategies to improve your tax efficiency
1
Maximize HSA Contributions
Increase your HSA contribution to the annual limit for triple tax advantages.
2
Roth Conversion Opportunity
Convert $15,000 from Traditional to Roth IRA this year to optimize tax brackets.
3
Tax-Loss Harvesting
Harvest losses in your taxable accounts to offset capital gains and reduce tax liability.
Tax Strategy Progress
Track your implementation progress
Retirement Accounts85%
Tax Deductions65%
Investment Tax Efficiency70%
Estate Planning40%
Business Tax Strategies25%
Tax Burden Composition
Breakdown of your current tax obligations