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Cash Flow and Tax PlannerStephen Kovach2025-09-18T16:12:34-04:00

Cash Flow, Tax & Surplus Planner

Enter your own numbers below to estimate taxes, housing costs, and monthly surplus.

Income & Taxes

Annual Net Business/Professional Income (pre-retirement)

Federal Effective Tax Rate (%)

California Effective Tax Rate (%)

SALT Deduction Used (cap typically $10,000)

Retirement Contributions

Solo 401(k) Total (Employee + Employer) Defined Benefit (DB) Plan Contribution

Home & Mortgage

Purchase Price

Down Payment (%)

Mortgage Rate (%)

Term (years)

Property Tax Rate (% of purchase price) Home Insurance & Maintenance (annual)

Lifestyle & College

Lifestyle / Discretionary Spending (monthly) 529 / College Funding (annual)

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Cash Flow, Tax & Surplus Planner

Income & Taxes

Retirement Contributions

Home & Mortgage

Lifestyle & College

Key Outputs

Tax & Cash Flow

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