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We will act as your sounding board
We will review your investment ideas with you and your
investment advisor and suggest the best structure to maximize
your after-tax return.
Don't ignore the impact of taxes on your investments. While taxes
should not drive your investment strategy, understanding how taxes affect your
earnings will help you minimize taxes and maximize your return. Consider these items:
- Capital gains carry a favored tax status. Consider putting more dollars in investments that return capital gains.
- You can take an annual deduction of up to $3,000 of capital losses in excess of capital gains. Consider balancing your winners and losers to
maximize this deduction each year.
- Investments which produce high taxable annual income can
be given to family members who are in lower tax brackets, thereby saving taxes for the
overall family group.
- Depending on your tax bracket, you may benefit from investing in municipal bonds. The
level of these investments may need to be adjusted as your total income picture changes.
Check out these links
We do not endorse any products, services, or businesses you may find by following these
links. Do not enter into any transaction until you and your advisors are satisfied that
you are getting what you are paying for.
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