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TaxWise Strategies

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Calculators

Annual Percentage Rate (APR)

Will I save money if I pay my premium in a lump sum
or in installments?
Tax Deferral

Taxable vs. tax-advantaged savings?
Life Insurance

How much Life Insurance do I need?
Current Retirement Savings

Are my current retirement savings sufficient?

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SUMMIT SOLUTIONS LLC

Contact Us

We're here
to help

Your employees count on you

We have the answers... and we're happy to share

What do you want
to do?

What's your retirement income mindset?

We're right here
with you

We're in this together

Bring your career to life

We're right here
with you

It all starts with you

We have the answers... and we're happy to share

Bring your career to life

New York Life is dedicated to serving professional advisors

Bring your career to life

TaxWise Strategies

Ask a Question

SUMMIT SOLUTIONS LLC

Contact Us

Calculators

Annual Percentage Rate (APR)

Tax Deferral

Life Insurance

Current Retirement Savings

SUMMIT SOLUTIONS LLC

Contact Us

We're hereto help

Your employees count on you

We have the answers... and we're happy to share

What do you wantto do?

What's your retirement income mindset?

We're right herewith you

We're in this together

Bring your career to life

We're right herewith you

It all starts with you

We have the answers... and we're happy to share

Bring your career to life

New York Life is dedicated to serving professional advisors

Bring your career to life

TaxWise Strategies

Ask a Question

SUMMIT SOLUTIONS LLC

Contact Us

Calculators

Annual Percentage Rate (APR)

Tax Deferral

Life Insurance

Current Retirement Savings

We're here
to help

What do you want
to do?

We're right here
with you

We're right here
with you