Last Minute Tax Planning? Online Calculators Can Help

Knowledge Bureau has 14 online tax calculators that can help you and your clients with last minute tax and retirement planning for 2013. Get the answers needed to make sound year-end financial decisions. Try them today risk-free!

Get answers to the “trigger questions” you and your clients have regarding the financial decisions that need to make, with tax efficiency. The calculators are ordered to follow the four elements of Real Wealth Management™:  Accumulation, Growth, Preservation, and Transition, but can be used to fill knowledge gaps on a random basis as well. Used in order, they support a consistent client interview process for firms who work with wealth advisors throughout the year to provide comprehensive tax planning services.

For more information about each calculator and to subscribe, click here.

Accumulation

• Income Tax Estimator
• Financial Assessment Calculator

Growth

• Take Home Pay Calculator
• RRSP Savings Calculator
• Registered vs. Non-Registered Savings Calculator
• Investment Income Calculator

Preservation

• Tax-Efficient Retirement Income Calculator
• Marginal Tax Rate Calculator
• Fixed vs. Variable Income Calculator
• CPP Income Calculator
• Debt Reduction Solutions Calculator
• Cash Flow Calculator

Transition

• Tax Efficient Assets Transfer Calculator
• Donation Savings Calculator