Maximize Estate Value
Achieve Your Estate Goal with Confidence
This strategy is ideal if you want to leave money to your children or grandchildren in the most tax-efficient way while ensuring your retirement income lasts. It helps you explore how much wealth you can accumulate over time and gives you confidence that when passing money to the next generation, it's done with minimal tax impact.
Build Lasting Wealth
Want to leave behind the largest possible estate for your loved ones? We'll help you craft a tax-efficient plan to preserve and grow your wealth for future generations.
Optimal deposit strategy
Optimal withdrawal strategy
Grow your estate
Maximize after-tax estate balance
Grow Your Wealth While Covering Expenses
Set your annual expenses and how you want them to grow over time. Optiml will determine the most tax-efficient way to generate the after-tax income needed to cover your expenses while maximizing the growth of your investment portfolio throughout the analysis.
Set your Expenses
Expenses
2025
$85,000
2026
$86,700
2027
$88,434
2028
$90,203
2029
$92,007
2030
$93,847
2031
$95,724
2032
$97,638
2033
$99,591
2034
$101,583
Optiml
After-Tax Income
2025
$85,000
2026
$86,700
2027
$88,434
2028
$90,203
2029
$92,007
2030
$93,847
2031
$95,724
2032
$97,638
2033
$99,591
2034
$101,583
Investment Balances
2025
$678,560
2026
$719,274
2027
$762,430
2028
$808,176
2029
$856,666
2030
$908,066
2031
$962,550
2032
$1,020,303
2033
$1,081,522
2034
$1,146,413
Maximize your estate today
Legacy Planning
Create a lasting impact for future generations through strategic estate planning
Investment Planning
Optimize your portfolio for long-term growth and wealth preservation
Tax Strategy
Minimize tax impact and maximize wealth transfer efficiency
Timeline Planning
Develop a clear roadmap of the steps needed to achieve your desired estate goal
Risk Management
Protect and preserve your wealth for the next generation
Estate Protection
Secure your legacy with comprehensive estate protection strategies
Ready to build your own plan that works for you?
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