Tax Efficient Financial Strategies

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Managing Director

MACROBUTTON AcceptAllChangesShown [name]

Tax Efficient Financial Planning

Astute financial planning in the current economic climate is critical. While we cannot control the ebbs and flows of either the market or the decisions of the government that affect one's personal finances, we can attempt to grow and preserve wealth through tax efficient financial planning. There are solid vehicles available, if utilized correctly, can successfully minimize income, capital gains and estate taxes for our clients. Below provides detailed information on vehicles available to provide minimal tax exposure.

Income Tax Minimization

Deferred Variable Annuities

Using this method clients not only are able to minimize their incomes taxes, but they this vehicle also provides asset protection.

401K or other Qualified Retirement Plan

Contributions to a 401k or a similar retirement plan are tax-deferred and not-taxable until withdrawal. Contributions help to lower an individual's AGI thereby...
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