The Internal Revenue Service recently released new rules for taxes on investment income. The complex regulations have left many people confused. They want to know whether the health care surtax on capital gains and dividend income will apply to their investments and how it may affect their plans for retirement. A San Mateo financial advisor provides detailed answers to his clients' tax questions and advises them about prudent investment strategies.
The tax is only applicable if an individual's or couple's modified adjusted gross income is above a stipulated threshold. It can be levied on various types of investment securities including derivatives, commodities, stocks and bonds. Certain types of trusts and annuities may also be taxed.
The San Mateo advisor reviews a client's investment portfolio and calculates their tax under the new rules. He then recommends alternative investments which could help to reduce their tax burden. In some cases, no-load municipal bond funds can provide relatively secure tax-exempt investment income.
The unstable global economic situation has caused many clients to wonder whether they will be able to retire comfortably. It's becoming increasingly difficult for individuals to predict their fiscal situation decades in advance. In uncertain times, guidance from a trained professional can be critical to reaching retirement goals.
The financial planner performs a detailed assessment to determine how much a client must invest in order to achieve their retirement goals. His comprehensive analysis incorporates assets, expenses, contributions, taxes, estimated returns and predicted inflation. By carefully evaluating this data he can forecast a client's fiscal future.
The San Mateo financial advisor gives people the insight and practical guidance they need to keep their funds under control. He suggests ways that clients can ensure security in retirement or reassures them if they are right on target. Following an investment and tax review, most clients are confident about realizing their monetary goals.
The tax is only applicable if an individual's or couple's modified adjusted gross income is above a stipulated threshold. It can be levied on various types of investment securities including derivatives, commodities, stocks and bonds. Certain types of trusts and annuities may also be taxed.
The San Mateo advisor reviews a client's investment portfolio and calculates their tax under the new rules. He then recommends alternative investments which could help to reduce their tax burden. In some cases, no-load municipal bond funds can provide relatively secure tax-exempt investment income.
The unstable global economic situation has caused many clients to wonder whether they will be able to retire comfortably. It's becoming increasingly difficult for individuals to predict their fiscal situation decades in advance. In uncertain times, guidance from a trained professional can be critical to reaching retirement goals.
The financial planner performs a detailed assessment to determine how much a client must invest in order to achieve their retirement goals. His comprehensive analysis incorporates assets, expenses, contributions, taxes, estimated returns and predicted inflation. By carefully evaluating this data he can forecast a client's fiscal future.
The San Mateo financial advisor gives people the insight and practical guidance they need to keep their funds under control. He suggests ways that clients can ensure security in retirement or reassures them if they are right on target. Following an investment and tax review, most clients are confident about realizing their monetary goals.
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Find a summary of the benefits you get when you consult a San Mateo financial advisor and more information about a reliable financial planner at http://www.lfsfinance.com now.
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