Planning Resources
Guides, case studies, and tools designed to help you think more clearly and make smarter decisions about your financial future.
Free Interactive Tools
Business Exit Readiness Score
Ten questions across six categories. See your exit readiness score and the specific gaps in operations, succession, financial protection, and legal foundation standing between you and a profitable exit. Complimentary.
7702 Account vs 401(k) Calculator
See your after-tax retirement income compared side by side in about 60 seconds. Adjustable growth rates and market down years. Complimentary.
Cash Flow Command Debt Roadmap
See how commanding your cash flow eliminates your debt years faster, then builds wealth in a 7702 account. Snowball or avalanche, your roadmap in minutes. Complimentary.
The LivingLEGACY™ Estate V.A.U.L.T. Assessment
Ten questions. Under eight minutes. See your Estate Readiness Score and the program path designed for your family. Complimentary.
Retirement Income Gap Calculator
See how much income your savings and Social Security will actually produce in retirement, and exactly how far it falls short of what you need. Complimentary.
Explore the Resource Library
Start with what matters most for your situation.
Business Owner Tax Savings Estimator
See your employment tax burden, what a Section 162 deduction is worth at your rate, and how redirecting those savings builds a tax-free retirement account.
S-Corp Election Savings Calculator
See how much self-employment tax an S-Corp election eliminates, whether the savings exceed the overhead, and how the net savings compound over time.
Key Person Insurance Needs Calculator
See how much key person coverage your business needs based on revenue at risk, replacement cost, and business debt that could be called if your key person were lost today.
Buy-Sell Funding Gap Calculator
Enter your business value and each owner's share. See each owner's buyout obligation, how much of your agreement is funded, and the total unfunded gap.
Social Security Break-Even Calculator
See exactly when claiming at 62, 67, or 70 pays off, how taxes on your other income affect the math, and which claiming age maximizes your lifetime benefit.
The Retirement Shield™
How Fixed Indexed Annuities provide principal protection, guaranteed lifetime income, and tax-free legacy for high-income professionals. A 10-chapter guide powered by the LivingLEGACY™ framework.
Navigating the New Tax Landscape
The One Big Beautiful Bill Act changed the rules on income taxes, estate planning, business deductions, and retirement strategy. This plain-language guide from King Legacy Group breaks down every major provision and what it means for your wealth plan.
June 7, 2026
Mastering Retirement
A strategic guide for professionals and entrepreneurs on tax-free retirement income, 7702 Accounts, Fixed Index Annuities, Roth conversions, and the Three-Pillar Framework. Stop building a tax bill. Start building a tax strategy.
June 2, 2026
The Business Owner Tax Strategy Guide
Six IRS-approved strategies for business owners generating $250K+ — IRC § 162 executive bonus plans, buy-sell agreements, key person insurance, § 7702 tax-free growth, non-qualified deferred comp, and ILIT estate planning explained in full.
May 30, 2026
Wealth Vehicle Comparison
10 retirement and wealth accumulation vehicles compared across 7 categories — market risk, tax treatment, contribution limits, living benefits, and more. Download the branded PDF for your next client meeting.
May 30, 2026
The Legacy Playbook™
Bobby Bonilla. Jim Harbaugh. Jay-Z. Seven celebrity case studies reveal how life insurance as an asset class builds tax-free retirement income and generational wealth — and why the same structure is available to you.
May 30, 2026
The Executive LEGACY Blueprint
8 strategic moves for high earners seeking tax-free retirement, income protection, and long-term wealth — powered by the LivingLEGACY™ framework.
May 29, 2026
Introducing the New LLC
How to design your LLC as a LivingLEGACY™ Commerce System — converting daily business expenses into a tax-efficient, compounding wealth structure.
May 29, 2026
The Business Owner's Blueprint
A practical framework for coordinating the four wealth decisions every business owner must make — growth, protection, tax efficiency, and legacy — before the window of opportunity closes.
May 27, 2026
LivingLEGACY™ CashFlow Command Bootcamp
A 30-day guided cash-flow reset. Build a complete household cash-flow system, map your debt sequence, and create a clear next-dollar action plan. Turn what you learn in the workshop into a permanent financial framework.
May 27, 2026
Tax Strategy Case Study: Nearly $3 Million From Existing Assets
See how a 58-year-old business owner repositioned $700,000 in restricted retirement assets — no new money required — and produced over $1 million in accessible cash value and $1.84 million in permanent legacy protection for his family.
May 27, 2026
Stay Informed
Planning Insights Delivered
Receive new planning insights, guides, and educational updates.
No sales emails. Educational content only. Unsubscribe at any time.
Ready to Design Your LivingLEGACY™?
A complimentary Strategy Review gives you a clear picture of where you stand, what is working against you, and exactly what to do next.