Wealth Prime | [PRESS RELEASE] TAXHACKER LAUNCHES RETIREMENT SOLUTION COMBINING A SMART CALCULATOR AND TAX MITIGATION STRATEGIES FOR SMALL BUSINESS OWNERS

[PRESS RELEASE] TAXHACKER LAUNCHES RETIREMENT SOLUTION COMBINING A SMART CALCULATOR AND TAX MITIGATION STRATEGIES FOR SMALL BUSINESS OWNERS

November 04, 2018

TaxHACKer has launched a new retirement plan solution that offers high-net-worth individuals and small business owners the ability to reduce taxes, build wealth, and self-direct their 401(k) assets into alternative investment options.

FOR IMMEDIATE RELEASE

Los Altos, CA – November 1, 2018 

TaxHACKer Launches Retirement Solution Combining a Smart Calculator, Tax Mitigation Strategies, Alternative Assets, and an Online Plan-Buying Experience for High-Net-Worth Individuals and Small Business Owners

TaxHACKer has launched a new retirement plan solution that offers high-net-worth individuals and small business owners the ability to reduce taxes, build wealth, and self-direct their 401(k) assets into alternative investment options.

“Today, a gap exists between a consumer’s understanding of the new administration’s tax laws, and how to apply them to modern day tax savings,” said Dan Harding, founder of TaxHACKer. “With TaxHACKer, we simplify complex tax and pension codes to provide a unique solution to our clients.”

TaxHACKer is powered by a proprietary, smart calculator that blends three elements into one powerful financial planning solution: tax mitigation, wealth enablement and retirement planning. 

“The cornerstones of this retirement solution are the calculator and the cash balance plan,” said Harding. “The calculator streamlines both tax and pension codes into an easy-to-use and understandable software. With the emergence of the cash balance plan, often not well understood, there’s an opportunity to educate investors on how these plans, in combination with other retirement savings vehicles, can allow for significantly higher retirement plan contributions.” 

A complimentary TaxHACKer WEALTH REPORT is customized for each investor’s unique scenario and demographic profile, and estimates the amount of annual taxes an investor can save and the retirement balance they can accumulate over the course of 5, 10, and 15 years.

“Where it all comes together is the ability to invest in both traditional and alternative asset classes,” said Harding. “Administering alternative assets is extremely complex and, as a Silicon Valley firm, we’ve helped venture capitalists and high-net-worth individuals invest in non-traditional assets for the past 40 years. We built our investment platform from the ground up, streamlining processes and significantly reducing overhead – passing that savings directly on to our clients. The result is investors having the power to choose where they want to invest their assets without limitation.”   

TaxHACKer accommodates clients both with and without a financial advisor, and maintains a network of advisors from which to make recommendations should a client request one. The plan administration model includes expertise and day-to-day assistance from a local third party administrator, along with easy enrollment and automated plan adoption features. 

“Our solution provides a roadmap and online buying experience for plan sponsors and investors who want a tax mitigation strategy, the ability to generate meaningful wealth, and who desire to invest in alternative assets, such as REITs or private company stock,” said Harding. “With our deep experience and actuarial knowledge, including Roth provisions, we’re able to help our clients reach the financial security and tax relief they deserve.”  

For more information about TaxHACKer and the complimentary WEALTH REPORT, contact your financial advisor, visit www.tax-hacker.com, or call TaxHACKer at 888-717-HACK, Monday – Friday, 9 a.m. – 5 p.m. Pacific Time.  

###

About TaxHACKer
TaxHACKer powers an industry-leading, smart calculator that uses the complex tax laws coupled with sophisticated retirement plan vehicles to generate a personalized financial profile based on an investor’s income and various other factors. TaxHACKer also offers highly customized financial solutions on a scale only once offered through one-on-one consulting. It uses aggressive plan design strategies—unlike your average 401(k) plan—and includes advanced alternative investment opportunities that can exponentially increase account values, and provide maximum tax deductions.

For more information about TaxHACKer, please visit www.tax-hacker.com  

Media inquiries
JustPositionIt® Consulting
Contact name: Angela Murphy
Email: angela@justpositionit.com 
2018 (11/1)

DISCLAIMER

*Wealth Prime™ does not provide tax or legal advice. This website and the information and calculator provided on this website are for informational purposes and are not intended as investment, business, legal or tax advice and Wealth Prime is not responsible for any investment, business, tax or legal recommendations or opinions of third parties cited on this website or in the information contained herein. For legal or tax advice concerning your situation, please consult your attorney or professional tax advisor. This material is designed as an educational tool. You should review any planned financial transactions or arrangements that may have tax, accounting, investing, or legal implications with your personal professional advisor. Clients and other interested parties must consult and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here. The material contained on this website is for informational purposes only and should not be considered investment advice. Any chart, graph, or formula should not be used by itself to make any investment decision. The information contained on this website has been obtained from sources Wealth Prime believes are reliable; however, Wealth Prime does not warrant the accuracy, completeness or timeliness of such information. Wealth Prime ™ shall have no liability, contingent or otherwise, for the accuracy, completeness or timeliness of such information or for any decision made or action taken by you in reliance on such information. Any opinions expressed herein are subject to change without notice. WEALTH PRIME EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR IMPLIED, REGARDING THIS WEBSITE AND THE INFORMATION CONTAINED IN IT, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, TITLE, NONINFRINGEMENT OR FITNESS FOR A PARTICULAR PURPOSE, EVEN IF WEALTH PRIME HAS BEEN INFORMED OF SUCH PURPOSE. USE OF THE WEBSITE AND SUCH INFORMATION IS AT YOUR SOLE RISK. IN NO EVENT SHALL WEALTH PRIME, ANY OF ITS AFFILIATES, OR ANY OF THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, SHAREHOLDERS, MEMBERS, AGENTS, REPRESENTATIVES, SERVICE PROVIDERS OR SUPPLIERS, BE LIABLE TO YOU OR ANYONE ELSE FOR ANY CONSEQUENTIAL, INCIDENTAL, PUNITIVE, SPECIAL, DIRECT OR INDIRECT DAMAGES (INCLUDING WITHOUT LIMITATION LOST PROFITS) THAT RESULT FROM THE USE OF THIS WEBSITE OR ANY OF SUCH INFORMATION.

Terms of Use | Privacy Policy