 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. |
If you would like to send us a question or comment, please
click here.
We'll try to respond as soon as possible.
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