This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year. Use this calculator to estimate your income tax liability along with average and marginal tax rates. A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Services
At the Wealth Technology Group, our mission is simple--to educate and empower our clients to help them make informed decisions about money, to apply our knowledge and experience toward asset accumulation planning, to help protect assets for the next generation with insurance, and to provide highly responsive, individualized client service.
We believe our team-based approach allows us to provide you with a broader fiscal perspective, thereby improving your chances to reap the greatest financial benefit possible. Our financial professionals have helped many people with similar issues and concerns, and they can help you develop and approach which is geared toward your individual needs and objectives.
One of the foundation principles of our financial practice is that there is no one, standard approach to enhancing a person's financial well-being. That's why, be it private asset management, fixed investments, structured variable accounts or a combination of the three, we offer in-depth planning and an individualized, tactical, approach to each client's portfolio.
At the Wealth Technology Group, we offer hands-on support for the person who prefers that we select investments that suit his or her needs, as well as services for the more sophisticated investor who may seek our opinion about his or her own choices. We are limited in the spectrum of investments and the companies we select only by the standards of good practice, and offer you only investments which have passed a rigorous due diligence process.
The Wealth Technology Group is an association of financial service professionals headed by Gary F. Thomas, JD, LLM, CLU, ChFC, which is geared toward helping individuals, families and small businesses invest, preserve and control wealth, lower taxes, preserve assets, and pass legacies to the next generation in the most efficient manner possible.
