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Tax Advantages Review

Your tax strategy plays a critical role in a solid financial plan.  Tax efficiency addressed on income, capital gains and estate transfer determines how hard your money works for you on a day-to-day, year–to-year, and generation–to-generation basis.  What is your most beneficial income tax reduction strategy?  What is your most suitable qualified income-deductible retirement plan?  Should you go with a defined contribution plan or a defined benefit plan?  How do you handle your deferred compensation plan? Which tax category is your long-term investment in? Taxable every year (tax now), tax-deferred (tax later), or tax free (tax never)? What role does a living trust play in a comprehensive estate plan?  How do you manage leverage on the gift tax exempt amount in wealth transfer?  What is wealth replacement?

If you have one or more question listed above, please feel free to contact us at (408)586-9969 for a complimentary initial consultation over the phone.

Tax advice is not provided by LPL Financial or IntoWealth.


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