Tax Planning Strategy Builder

Create personalized tax strategies to minimize your tax burden, optimize retirement planning, and preserve wealth for future generations.

Tax Strategy Score

Your overall tax efficiency score based on your current strategy selections

/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

Maximize HSA Contributions

Increase your HSA contribution to the annual limit for triple tax advantages.

Roth Conversion Opportunity

Convert $15,000 from Traditional to Roth IRA this year to optimize tax brackets.

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