Apartment

Tax Efficient Investing Calculator

 

Top 3 Obstacles to Building Wealth

  • Taxation

  • Fees

  • Lack of Diversification

While fees and lack of portfolio diversification can cut one to  several percentage points per year and add up over many compounding years "tax inefficiency" cuts an estimated 20% PER YEAR! Over a lifetime that can result in a loss of hundreds of thousands, if not millions of dollars.

We encourage every investor considering the CalTier Fund to use our calculator before investing to understand the taxable inefficiencies and consequences of your options.

When investing through CalTiers SDIRA program you have no fees and receive 100% of your actual rate of return!

Schedule a Call with a Team Member
Get Started

*represents the annualized cumulative effect over the investment period

**assumes a 25% individual investing tax on gains each year

***assumes a minimum of three IRA investments

This online calculator is provided for illustrative purposes only, and the information obtained by using the online calculator is not, and should not be taken as, legal or financial advice to any person or company. Results may vary depending on the accuracy and comprehensiveness of the information you provide while using the online calculator. The online calculator is not substitute for consulting a qualified professional. As such, CalTier makes no representations and does not warrant, either expressly or by implication, that fees and savings generated by the online calculator accurately or comprehensively indicate the  fees owing or savings realized. CalTier accepts no liability whatsoever for any losses or liabilities allegedly arising from the use of the online calculator by any person or company.