Update: The IRMAA Calculator is now included with the Personal Tax Planning Template. Calculate your projected IRMAA premiums based on your taxable income as you compare different planning strategies to make sure you don't get "dinged" within the IRMAA cliff brackets.

Update: The Safe Harbor Method estimated tax calculator & training is now included with the program.

Update: The Capital Loss Carryforward tracker & training is now included with the program.

MAJOR LEGISLATIVE UPDATE: The One Big Beautiful Bill Act ("OBBBA") was signed into law by President Trump on July 4, 2025. New training videos on the (1) senior deduction, (2) auto loan deduction, (3) above-the-line charitable contributions and more have been uploaded to the member's area & are available now! In addition, all new OBBBA-specific tax planning videos are currently in development. Until these new trainings are complete, Justin is offering Special OBBBA Enactment Pricing to anyone who joins before July 31, 2025.

You will get lifetime access to the Personal Tax Planning Template program for a one-time access fee.