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.
Individuals and jointly filing couples will only be subject to the tax if their modified adjusted gross income is over the specified threshold level. The tax applies to a variety of investments ranging from stocks and bonds to derivatives and commodity securities. In some circumstances, annuities and trusts are also liable.
The San Mateo advisor goes over his clients' investment portfolios and calculates their tax liability according to the new regulations. He also recommends alternative investments to ease their tax burdens. Tax-exempt funds such as no-load municipal bonds can often provide a reasonably secure form of 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 carries out a comprehensive evaluation to determine how much a client needs to invest to reach their retirement goals. His analysis incorporates expenses, assets, contributions, estimated returns, predicted inflation and taxes. By carefully reviewing this data he can forecast the client's economic future.
The San Mateo financial advisor provides people with the economic insight and understanding they need to gain control over their funds. He reassures individuals who are on target to meet their retirement objectives and helps others to get back on track. Clients who attend a tax and investment review leave feeling more confident about reaching their monetary goals.
Individuals and jointly filing couples will only be subject to the tax if their modified adjusted gross income is over the specified threshold level. The tax applies to a variety of investments ranging from stocks and bonds to derivatives and commodity securities. In some circumstances, annuities and trusts are also liable.
The San Mateo advisor goes over his clients' investment portfolios and calculates their tax liability according to the new regulations. He also recommends alternative investments to ease their tax burdens. Tax-exempt funds such as no-load municipal bonds can often provide a reasonably secure form of 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 carries out a comprehensive evaluation to determine how much a client needs to invest to reach their retirement goals. His analysis incorporates expenses, assets, contributions, estimated returns, predicted inflation and taxes. By carefully reviewing this data he can forecast the client's economic future.
The San Mateo financial advisor provides people with the economic insight and understanding they need to gain control over their funds. He reassures individuals who are on target to meet their retirement objectives and helps others to get back on track. Clients who attend a tax and investment review leave feeling more confident about reaching 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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