Calculate the Tax Impact on Your Clients’ Investment Income

The Investment Income Calculator provides a step-by-step method for planning investment income for a single client or a couple over a four-year period and will quickly determine the tax impact on investment income and help you reconfigure solutions when alternative saving strategies are required. Try a free trial today!

This calculator will help you project investment income into the future, based on a four year forecast. Use this calculator to put in detailed figures of all the different types of investment income the client may have in the future, based on their current savings pattern. This planner will quickly determine the tax impact on investment income and help you reconfigure solutions when alternative saving strategies are required. Then match new product selections to the outcomes required.

See an example of the calculator in action here, and try it yourself, risk free. Your free trial includes access to all 14 Knowledge Bureau Calculators.