America's Fastest Growing
Independent Financial Advisory Network
A Nationwide Network of 100%
Independent & 100% Objective Fee-Only Financial Advisers
The-Adviser.com The place to come for answers | ||
Estate Planning | ||
SERVICES WHY US
|
Although you may not consider yourself wealthy enough to need estate planning - think again. If you have assets (including the value of our home, investments, jewelry) in excess of $625,000 in 1998 and increasing to $1,000,0000 in 2006 - the IRS says your rich. The excess amount is subject to estate taxes that may range from 37% to 60%. Combine these taxes with state taxes and income taxes on retirement plan distributions and your estate can be reduced by nearly 65% of its value. Your Financial Adviser will work with you to develop a personal financial model to assess your estate value. Complex estate and income tax rules are considered to verify how best to withdraw funds from your various accounts. Finally, beneficiary designations and trusts are considered to protect the accounts from high taxation. As part of this service, your Financial Adviser will help you with the follow:
Investors today need specific and unbiased financial advice when planning their estate. Only The Independent Adviser Corporation can provide that. Why not start the process and tell us your situation. |
Open a professionally managed account:
Hire The-Adviser.com
Financial Advisory Services No computers here - just live and
experienced human beings. You tell us the problem, we provide help. |
Why should you invest alone? |
||
The Independent Adviser Corporation is a Registered Investment
Adviser that specializes in developing investment strategies for individuals,
families and businesses. Do you have a question about your investments? |
||
Click Here to Visit our Sponsor |
1-800-ADVISER
America's Independent-Adviser.
© Copyright.
The Independent Adviser Corporation. All rights reserved. Important Legal Information