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CALCULATOR

RETENTION

CASE STUDIES

The model below compares investing fees on a currently taxable basis to investing pre-tax, tax-deferred in the CaR® Trust. Enter your data and click the CALCULATE button
Expected Fee from Case:
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$

State of Residence:
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Projected Investment Return:
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Undeducted Case Expenses:
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$

Loan Payoff:
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$

Existing Loan Interest Rate:
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Leverage:
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