Net Worth
$6.65M
Liquid portfolio, primary residence, and S-Corp business equity.
Annual Income
$1.0M
ABC LLC S-Corp profit + reasonable comp, plus Client B's W-2.
Effective Tax Rate
30.6%
Combined federal + CA on $1.0M. ~46% at the margin.
Savings Rate to Goal
22%
$155K/yr to retirement + brokerage from ~$700K after-tax income.