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STRATEGIC TAX PLANNING

No one likes thinking about or planning for taxes, but as your life changes (marriage, children, jobs, etc.), so does your tax situation. You may be in a lower or higher tax bracket, or you may see unexpected gains/losses in your investments. At the same time, you may not be receiving the full benefit of federal tax advantages for participating in a 401K or IRA.

Start your tax planning by considering:

  • How much income tax are you paying on your investments each year?
  • What types of tax-advantaged investment programs do you currently have?
  • How many tax-advantaged retirement plans (IRA, 401(k), etc.) do you participate in?
  • What strategies are you employing to take advantage of the new income tax schedule for dividend income and capital gains?
  • When do you anticipate utilizing retirement plan assets for income?
  • What is your current tax bracket?
  • Which fixed income investments do you currently favor: taxable or tax-free?


Our experienced and knowledgeable team of tax experts can analyze your current situation and make a recommended action plan that’s personalized for you. Call us today!



SCHEDULE A TAX REVIEW >>


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Ehlen Heldman is the marketing name for Ehlen Heldman & Company, P.C. and EHC Wealth Advisors LLC

 


Check the background of this financial professional on FINRA's BrokerCheck.