“Playbook estimates it can help boost net worth by about $1.3 million.”
Lucinda Shen, October 2021
This is an estimate of what additional wealth Playbook customers can create by maximizing their tax advantages. Our methodology consists of aggregating what you save each month, across all accounts, and then primarily focusing on maximizing tax-advantaged accounts; next, we focus on investing the excess money in after-tax accounts. The assumed performance across all accounts is the same; in line with long-term US equity returns. Differences in performance are mainly due to tax advantages (e.g. deferral or avoidance of gains, capital gains tax, etc.) or putting more money into after-tax investment accounts versus cash. Playbook does not assume that it would manage funds in any way that deviates from long-term return expectations of the broader US stock market; Playbook does not seek to "beat the market”.
Here’s how it works:
Simply connect your bank accounts and Playbook finds the earnings and tax opportunities you’re missing.
Then, we work those opportunities into your plan so you can super-charge your net worth.
There’s a catch! This is time sensitive. If you don’t start strategically building wealth today, you’ll miss out on years of compounding interest.
One of the most critical parts of your plan is maxing out your tax-advantaged accounts. Playbook finds your eligible accounts and works them into your plan.
This is the backbone of your financial plan.
Based on your situation, we craft a holistic plan to optimize your investments, tax advantages, and financial goals. Then, we automate it for you.
The goal? Put as much money as possible into your tax-advantaged accounts.
We built the world’s most advanced tax-optimized investing system so you can squeeze every drop of benefit from your new tax-advantaged accounts.
Ever heard of tax-loss harvesting? This goes above and beyond tax-loss harvesting to optimize your tax bill.
Woohoo! Finally, you won’t have to wonder if you’re doing the best things for your money.
Playbook will route your extra savings into the most beneficial accounts each month, and if your eligibility changes, we’ll adjust to fill in the gaps.
The sooner you start, the more time your money has to grow.
Playbook redefines financial planning with a focus on tax efficiency and an automated investment strategy.
Unlike traditional financial advisors, we leverage advanced technology to optimize your taxes and boost your net worth, all for a transparent monthly fee.
With bank-level security and a team of financial experts, Playbook is committed to accessible, smart wealth management, empowering you to achieve financial freedom faster and more efficiently.
Every year, the government gives you opportunities to grow your money and pay less in taxes — made possible by tax-advantaged accounts like 401(k)s, IRAs, Roth IRAs etc.
These tax opportunities expire every year. If you delay (even just one year) on filling those accounts, you’ll miss out on decades of compounding interest and an unbelievable opportunity to build wealth.
On the flipside, the sooner you start maxing out those accounts, the more likely it is that you’ll reach financial freedom sooner with the most money possible.
Privacy and security are our top priority. We keep your financial information safe with bank-level security, 256-bit SSL encryption, and read-only access.
Translation: Your personal information is safe and secure with Playbook.
As seen on:
If your Playbook ROI is less than 2x, we’ll refund the difference.
How is this calculated?
Your ROI is calculated by dividing your annual tax savings by your total Playbook subscription.
Who is eligible?
Exclusive to Playbook Plus subscribers with assets over $49K in Playbook accounts.View full terms & conditions