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 new tax will only affect individuals or jointly filing couples with a modified adjusted gross income above a specified level. It can apply to income from a range of investment securities including stocks, bonds, commodities and derivatives. Trusts and annuities can also be taxed in certain circumstances.
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.
Global economic uncertainly has left many clients wondering whether their current investments will pay for a comfortable retirement. Market instability makes it difficult for anyone to predict what their fiscal situation will be in the coming decades. In these uncertain times, more and more people are turning to trained professionals for guidance on funding their retirement.
The financial planner conducts a detailed analysis to figure out how much a client will have to invest in order to fund their retirement. His assessment incorporates contributions, expenses, assets, taxes, predicted inflation and estimated returns. By carefully considering this information he can evaluate a client's future economic well-being.
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.
The new tax will only affect individuals or jointly filing couples with a modified adjusted gross income above a specified level. It can apply to income from a range of investment securities including stocks, bonds, commodities and derivatives. Trusts and annuities can also be taxed in certain circumstances.
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.
Global economic uncertainly has left many clients wondering whether their current investments will pay for a comfortable retirement. Market instability makes it difficult for anyone to predict what their fiscal situation will be in the coming decades. In these uncertain times, more and more people are turning to trained professionals for guidance on funding their retirement.
The financial planner conducts a detailed analysis to figure out how much a client will have to invest in order to fund their retirement. His assessment incorporates contributions, expenses, assets, taxes, predicted inflation and estimated returns. By carefully considering this information he can evaluate a client's future economic well-being.
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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