Investment
Review
Maximize
your after-tax return.
We
can review your investment ideas with you and your investment
advisor and make recommendations 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:
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Capital
gains carry a favored tax status. Consider putting
more dollars in investments that return capital gains.
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You
can deduct a limited amount of capital losses in excess
of capital gains. Consider balancing your winners and
losers to maximize this deduction each year. |
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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. |
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Depending
on your tax bracket, you may benefit from investing
in municipal bonds. |
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Another
area where taxes make a difference is in deciding which
investments to keep in your tax-deferred accounts, such
as a regular IRA or 401(k) plan, and which to keep in
taxable accounts. |
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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link will open a new browser window.
For
assistance with your investment concerns, contact us.
