Maximize After-Tax Income

Use the Tax-Efficient Retirement Income Calculator to determine the optimum combination of income sources to maximize the income you keep after tax. Try a free trial today!

The average retirement is 20 years. Take a look at what that looks like, financially speaking, after tax, for both you and your spouse, retiring at different times. When will income sources start and stop for each of you? This calculator helps layer income over a period of years to determine what tax brackets you and your spouse will be in, how income sources affect net and taxable income and what is left, after tax, if anything. It also identifies return of capital required over the period to meet needs and wants, or, if there is plenty of money, the redundant amounts that can be reinvested on a safe, tax efficient basis.

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.