See your potential tax savings

ESTIMATED YEAR 1 POTENTIAL TAX SAVINGS

Your potential Year 1 savings, total modeled savings, and effective cost are calculated and ready below.

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YOUR ESTIMATED YEAR 1 POTENTIAL TAX SAVINGS

Estimated using an 82% average first-year deduction, multiplied by your selected federal and optional state tax rate. The balance up to 100% of the tax deduction can be taken when the assets are sold in the fund and can go against capital gains.

High earners in your bracket may see the largest first-year impact.

EFFECTIVE COST AFTER YEAR 1

Before monthly distributions or investment performance.

DEDUCTION SCHEDULE

Year 1 estimated deduction — modeled at an 82% average of the invested amount.

This estimate is illustrative only. Your actual tax benefit depends on your individual tax situation, available income, deduction eligibility, and CPA guidance.

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