Real Estate Agent Financial Planning Bundle — Income Tracker, Tax Estimator & Retirement Planner
Most agents earn great income. Few build real wealth.The problem isn't how much you make — it's that nobody teaches commission-based, 1099 agents how to manage it.No employer withholding. No automatic 401(k). No paycheck every two weeks. Just lumpy income and a tax bill that shows up like a surprise guest every April.This bundle fixes that. Three pre-built Excel tools that tell you exactly where your money is, what you owe the IRS, and where you're headed in retirement — all in one place.THE 3 TOOLS:■ Income TrackerLog every deal and commission. Track paid vs. pending. See your annual totals, average per deal, and outstanding balance auto-calculated.■ Quarterly Tax EstimatorEnter your income and deductions — the tool calculates your exact quarterly IRS payment. Never get a surprise tax bill again. Models SE tax + federal brackets.■ Retirement PlannerModel your Solo 401(k) or SEP-IRA. See your projected nest egg at retirement. Shows inflation-adjusted monthly income. Includes 2024 contribution limits.WHAT YOU GET:✓ Excel workbook with 4 tabs — Start Here, Income Tracker, Tax Estimator, Retirement Planner✓ PDF user guide with instructions, financial education, and pro tips✓ All formulas pre-built — just enter your numbers in the blue cells✓ Works in Microsoft Excel, Google Sheets, and LibreOffice (free)✓ Reusable every year — update the numbers, the calculations update automaticallyWHO THIS IS FOR:Any 1099 real estate agent who has ever: gotten a surprise tax bill, forgotten to make a quarterly payment, wondered how much they actually made last year, or put off setting up a retirement account because it felt complicated."The tax estimator alone saved me from a $14,000 surprise. I had no idea how much I owed in self-employment tax. Now I set aside exactly the right amount every month."— Mike R.,Agent —Phoenix, AZ"I've been an agent for 6 years and never had a system for tracking my income. This took me 20 minutes to set up and I use it every single week."— Lisa K.,Realtor —Nashville, TN
Get it → agentedge.gumroad.com