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New York
- If you
have paid Uncle Sam more than your fair share of assets this year - then we recommend you
contact a Financial Adviser who can offer you independent personalized investment planning.
Here are some smart tax-savings ideas that they will talk to you about.
Municipal Bonds - If you are a growth
orientated investor, you may not have given much thought to municipal bonds. You may want
to reconsider. Municipal bonds are generally free from federal - and often, city and state
income taxes. Our Financial Advisers can help you select from a variety
of individual municipal bond funds or individual securities.
Maximize your tax-deferred investments
-
If you have not fully invested in all your tax deferred investing options - 401(k)s, IRAs
and annuities - you should speak with one of our Financial Advisers. Not only can
maximization of your tax-deferred investments reduce your annual tax bill and accumulate
more more over time, it is a great way to invest without the worry of short-term capital
gains taxes.
Factors taxes into your investment
decisions - Most stock brokers do not think much about taxes because they are too busy
trying to get you to buy or sell so they can earn a commission. Fortunately - our
network of Financial Advisers are Fee-Only and independent. Financial Adviser can help you review the tax
implication of your current investment strategy and help you plan a more appropriate one.
Stay aware of new tax laws - Changes in
the tax law bring about new investment opportunities and challenges all the time. Our
network of Financial Adviser can make sure that your investments are structured best to take
advantage of these new laws and avoid decisions that will result in higher taxes.
The Independent
Adviser Corporation is a 100% Independent and 100% Objective Financial
Advisory Firm that writes buy-side investment research. Our network of
independent Fee-Only Financial Advisers serves individuals, families and
businesses. They provide financial planning services, tax advice and offer
professionally managed asset accounts. They do not underwrite corporate
securities nor do they sell any proprietary products. To find out more or
get a FREE consultation Ask
The-Adviser.com.
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Your Financial Adviser can review your
investment strategy to ensure that you are minimizing your taxes.
Got an investment question?
Ask The-Adviser.com
Open a professionally
managed account:
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- Traditional IRAs
- Roth IRAs
- 401(k) IRA Rollovers
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