Build & Nurture Your Marketing List
Is your prospect's Retirement Tax Bill too big? Help them find out with this custom landing page, tax calculator and marketing toolkit.
RTB builds your marketing list with the industry's top-converting tax story.
Free Retirement Tax Guide
The 5 Retirement Tax Surprises Your Prospects Won't See Coming
Download 5 Ways Taxes Can Rise in Retirement and uncover the often-overlooked tax risks that can reduce retirement income. It's a simple, powerful resource for starting more meaningful tax conversations with prospects and clients.
Get Your Free Copy
Retirement Tax Bill leverages your prospects’ tax concerns to grow your marketing list. Your custom lead-capture page attracts new prospects, nurtures existing leads, and puts appointments on your calendar. See why advisors are leveraging RTB in their seminars, email funnels, social media marketing and more.
Schedule a Demo
What You Get
Retirement Tax Bill gives you a unique landing page and tax calculator, customized with your practice branding. When prospects complete the tax calculator, you get that lead and contact information, pipped into your CRM. Your RTB page is customizable, embeddable, and ready to help you drive leads now.
What Your Prospects Get
With a few quick inputs (age, IRA balance, tax rate), your prospects get their own tax report showing potential taxes paid and potential taxes saved in a tax-free approach with you. Your prospect can schedule a call from the landing page or from the automated email.
What's Included in the Retirement Tax Bill Program
RTB is the industry’s easiest program to implement fast.
Your Branded Landing Page
A custom retirementtaxbill.com page with your name, branding, and contact information.
Tax Analysis Calculator
Quick calculation of potential taxes paid in the saver’s IRA and the tax savings they can achieve working with you.
Emailed Tax Report
Prospects receive an email from your firm with their custom analysis and a meeting request.
Marketing Materials & Funnels
Email copy, social media graphics, and funnel sequences to share your RTB page with prospective clients
Training & Coaching
Implementation guide with insights on putting your RTB page to use across your marketing plan. 1:1 coaching to help customize RTB for your practice's needs.
Top Advisors are Leveraging Retirement Tax Bill to…
| Build Their List | Gather contact information from cold leads to grow your marketing list |
| Nurture Their Leads | Engage existing prospects to drive more tax-focused appointments |
| Increase Wallet Share | Uncover new planning opportunities with existing AUM and annuity clients |
WHY RETIREMENT TAX BILL WORKS
Concerns over taxes in retirement is a proven entry point for advisor connection. Studies show many pre-retirees underestimate their projected retirement tax bill, and the gap between perception and reality is exactly what RTB exposes. When a prospect sees a real number, the conversation shifts from ‘maybe I should talk to someone’ to ‘I need to connect with this advisor now.’
Retirement Tax Bill: For All the Ways You Like to Prospect
Top advisors are using Retirement Tax Bill across their marketing strategies:
- In email funnels and drip campaigns
- In seminar and webinar follow-up
- As podcast, radio and TV calls-to-action
- In client referral outreach
- On social media and messaging platforms
- As website lead capture for tax-interested clients
Activate Your RTB Page
Access RTB through your Stonewood Membership:
Annuity
- Total Tax Burden Software
- Marketing Toolkit: Benefits of IUL
- Marketing Toolkit: Rising Tax Risk
- Life Training Resources
*Monthly pricing includes a one-time set-up fee of $329
Premium+
- Roth Done Right Software
- Legacy Done Right Software
- Annuity Alpha Software
- Total Tax Burden Software
- Retirement Tax Bill Lead Gen
- All Marketing Toolkits
- All Training Libraries & Resources
- Access to Stonewood's complete suite of tools & software
*Monthly pricing includes a one-time set-up fee of $329
See Retirement Tax Bill in Action
Spend 30 minutes with one of our specialists. We'll walk through the landing page, marketing materials, and customization options - plus show you how to get your RTB page ready for use before the call ends.
Frequently Asked Questions
RTB is branded to you. Your prospects see your name, your phone number, and your branding. Your page can be accessed at a standard URL, a vanity URL, or embedded on your website. Stonewood’s name doesn’t appear on the prospect-facing page.
Yes. RTB is an effective conversion tool for your lead-gen efforts. You can drive traffic to your page through social media posts, email lists, paid ads, client referrals, or seminar attendees.
Setup takes less than 15 minutes. Our team is here to guide you through the process.
Yes. Your RTB page can be embedded into your website, and can be tracked using UTM tags.
Yes, your RTB data can be passed to your CRM through Zapier integrations built into the tool.
No. The calculation engine is standardized so the analysis stays accurate and defensible. You customize the page branding, the follow-up messaging, and the offer.
The tool honors CAN-SPAM, GDPR, and state privacy requests. You or your admin can delete a lead’s data from your advisor dashboard. Stonewood doesn’t use prospect data for any purpose other than running the tool for your advisor account.
A Lead Generation Calculator for Financial Advisors
Retirement Tax Bill, or RTB, is the white-label lead generation calculator that turns a prospect’s tax concern into an appointment on your calendar. You get a branded landing page, a tax calculator, marketing materials and coaching, all built around the industry’s top-converting tax story.
Build your list. Nurture your leads. Put appointments on your calendar. Used by hundreds of top U.S. advisors.
An integrated story, not just a quick calculator
Some lead generation tools can add names to your list, but they leave the hardest parts to you: the message that makes a prospect convert, the follow-up sequence that turns a click into a meeting, and the proof that it actually converts.
Retirement Tax Bill is different. It is a calculator built around one proven idea: a saver’s future tax bill is often bigger than they think, and seeing the real number moves them to act. The analysis aligns directly with your tax-focused lead gen, offering a powerful tool that’s already converting and ready to carry your name.
You brand the page, point your traffic at it, and let a proven tax story do the work of starting the conversation.
How it works
Retirement Tax Bill is a white-label lead generation funnel for financial advisors. A prospect enters a few inputs, such as age, IRA balance, and tax rate, on your branded landing page and gets a report showing potential taxes paid in their current approach versus potential taxes saved with you. You capture the lead and contact information, and the prospect can book a meeting from the page or the follow-up email.
-
What you get : A unique landing page and tax calculator customized with your practice branding. When a prospect completes the calculator, you get the lead and their contact information passed into your CRM. The page is customizable, embeddable, and ready to drive leads right away
-
What your prospects get : With a few quick inputs, age, IRA balance, and tax rate, your prospect gets their own tax report showing potential taxes paid and potential taxes saved in a tax-free approach with you. They can schedule a call from the landing page or from the automated email.
What’s included in the program
RTB is built to be the easiest program in the industry to implement fast. Five pieces come together as one funnel.
Your branded landing page. A custom retirementtaxbill.com page with your name, branding, and contact information – ready to stand on its own or be embedded in your website.
Tax analysis calculator. A quick calculation of potential taxes paid in the saver’s IRA and the savings they may achieve working with you.
Emailed tax report. Prospects receive an email from your firm with their custom analysis and a meeting request.
Marketing materials and funnels. Email copy, social media graphics, and funnel sequences to share your RTB page with prospects.
Training and coaching. An implementation guide for putting your page to work across your marketing plan, plus 1:1 coaching to customize RTB for your practice.
Why Retirement Tax Bill works
Concern over taxes in retirement is a proven entry point for an advisor conversation. Many pre-retirees have never seen a real estimate of what their tax-deferred dollars may cost them later, and that gap between what they assume and what the math suggests is exactly what RTB surfaces.
When a prospect sees a real number tied to their own situation, the conversation tends to shift. It moves from a vague sense that they should probably talk to someone, to a clear reason to connect with you now. That is the moment a lead becomes an appointment.
For all the ways you like to prospect
Top advisors use Retirement Tax Bill across their marketing, including:
-
Email funnels and drip campaigns
-
Seminar and webinar follow-up
-
Podcast, radio, and TV calls to action
-
Client referral outreach
-
Social media and messaging platforms
-
Website lead capture for tax-interested prospects
Branded to you, and built for compliance
The prospect-facing page is branded to you, not to Stonewood. Your prospects see your name, your phone number, and your branding, on a standard URL, a vanity URL, or embedded on your own website. The calculation engine is standardized so the analysis stays accurate and defensible, while you customize the branding, the follow-up messaging, and the offer.
The tool honors CAN-SPAM, GDPR, and state privacy requests, and you or your admin can delete a lead’s data from your dashboard. Stonewood does not use prospect data for any purpose other than running the tool for your advisor account. Stonewood is not a CPA firm, and RTB does not provide tax advice; the report models potential outcomes based on the inputs entered, and specific tax decisions should run through the client’s qualified tax professional.
RTB vs. a generic funnel or calculator tool
A blank funnel builder and RTB solve different problems. One gives you tools to build a message. The other gives you a proven message already built and ready to implement.
| Capability | Retirement Tax Bill | Typical funnel or calculator tool |
|---|---|---|
| Comes with a proven message | Yes, the retirement tax story | No, message is on you |
| Marketing materials and funnel sequences | Included | Usually build-your-own |
| 1:1 implementation coaching | Included | Rare |
| White-labeled to your practice | Yes | Varies |
| Setup time | Under 15 minutes | Varies |
| Built for retirement tax advisors | Yes | Generic |
Activate your RTB page
Access Retirement Tax Bill through your Stonewood membership. It is included in the Annuity Membership at $229 per month, or $2,200 per year. It is also in the Premium+ Membership at $329 per month, or $3,200 per year, which adds Roth Done Right, Annuity Alpha, Legacy Done Right, and the full toolkit and training library. Both tiers carry a one-time $329 setup fee, and every membership includes licenses for your entire team.
Spend 30 minutes with a specialist and you can have your RTB page ready to use before the call ends. They will walk through the landing page, the marketing materials, and the customization options with you.
Frequently asked questions
RTB ( or the Retirement Tax Bill) is a white label lead generation tool for financial advisors. It includes a branded landing page and tax calculator, emailed report with meeting request, marketing materials and email copy, and training and coaching all built around a proven retirement tax story.
RTB is branded to you. Your prospects see your name, your phone number, and your branding, on a standard URL, a vanity URL, or embedded on your website. Stonewood’s name does not appear on the prospect-facing page.
Yes. RTB is a conversion tool for your lead generation efforts. You drive traffic to your page through social media, email lists, paid ads, client referrals, or seminar attendees, and RTB converts that traffic into leads.
It takes less than 15 minutes to set up and the team at Stonewood will walk you through. You can have your page ready to use before the call ends in a 30 minute session.
Yes. With the built-in Zapier integrations, you are able to send your RTB data to your CRM. The page can also be embedded on your website and tracked with UTM tags.
No. The calculation engine is standardised to ensure the analysis is accurate and defensible. You design the page branding, the follow up messaging and the offer.
The tool abides by CAN-SPAM, GDPR and state privacy requests and you or your admin can delete a lead’s data from your dashboard. Stonewood does not use prospect data for anything else than running the tool for your account.
RTB is included in Stonewood’s Annuity Membership at $229 per month, or $2,200 per year, and in the Premium+ Membership at $329 per month, or $3,200 per year. Both carry a one-time $329 setup fee and include team licenses.
See Retirement Tax Bill in action
Spend 30 minutes with a specialist to walk through the landing page, the marketing materials, and the customization options, and get your RTB page ready to use. Schedule a demo, or compare the membership options.