The Internal Revenue Service has published new regulations for investment income taxes. The complicated rules have raised concerns amongst ordinary investors. People want to know if the surtax to support health care will apply to their personal income from dividends and capital gains. They also wonder whether the changes will affect their retirement plans. A San Mateo financial advisor answers clients' tax questions and provides prudent advice on 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.
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 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 helps people understand what they need to do to stay in control of their funds. He advises them on practical ways to gain security in retirement or assures them that they are already on the right track. After a tax and investment review, most clients are more confident about achieving their monetary targets.
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.
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 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 helps people understand what they need to do to stay in control of their funds. He advises them on practical ways to gain security in retirement or assures them that they are already on the right track. After a tax and investment review, most clients are more confident about achieving their monetary targets.
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