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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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