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 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 examines his clients' investment portfolios and works out the amount owed under the new regulations. Where possible, he suggests alternative forms of investment that could lower their taxes. No-load municipal bonds and other tax-exempt funds can provide reasonably secure investment income.
In these times of worldwide fiscal uncertainty, many clients are wondering whether they will be able to afford a comfortable retirement. It's becoming increasingly hard to predict an individual's economic circumstances in the decades ahead. The unstable marketplace is leading more and more people to seek professional 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 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 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 examines his clients' investment portfolios and works out the amount owed under the new regulations. Where possible, he suggests alternative forms of investment that could lower their taxes. No-load municipal bonds and other tax-exempt funds can provide reasonably secure investment income.
In these times of worldwide fiscal uncertainty, many clients are wondering whether they will be able to afford a comfortable retirement. It's becoming increasingly hard to predict an individual's economic circumstances in the decades ahead. The unstable marketplace is leading more and more people to seek professional 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 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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