Do you feel like taxes are controlling you or you are controlling your taxes? A quick look at your tax return is like an x-ray showing where proper tax strategies can reduce the unnecessary tax on income and distributions to you. We believe tax payers should pay their fair share but no more than this if they don’t have to. Do you know if you are paying more to the government than you should be? Do you understand all the ways to reduce tax and increase income by keeping more in your pocket? Let us educate you on proper ways you may be able to do this.
If you had to guess, what do you think will last longer, you or your money? More importantly, do you know the best way to create certainty of income in an uncertain world? A prudent income strategy is designed to maximize guaranteed income for life in the most tax-efficient manner possible. Knowing how to structure distributions and manage income sources can increase lifetime income while lowering tax. The problem is that many people wait until it is too late to look into the correct ways to do this.
 Guarantees provided by annuities are subject to the financial strength of the issuing company and not guaranteed by any bank or the FDIC.
We live in a new economy requiring new strategies to help protect and grow your life savings. Computer based trading has had a major impact on our markets pushing technical trading to the forefront and fundamentals to the back seat. We believe the traditional approach of asset allocation is dead, diversification is no longer a proper risk approach and volatility should be used to your favor rather than feared. Majority of the people we meet with continue to use the same old traditional strategies and expecting different results from what they have previously achieved. We call this “Investment Insanity!”. Let us educate you on new ways to invest and show you how to correct the disadvantages of traditional methods. What if the best investment approach for your money was something you haven’t even been told about yet? Would learning a new way be worth a few minutes of your time?
There are 2 times when you need proper IRA planning; during a lifetime and at death. IRA’s are one of the most regulated and misunderstood accounts available. Unfortunately, most people are unaware of the traps facing these accounts and how to avoid them. Should you place your IRA in a trust? How can you convert taxable IRA’s into tax-free IRA’s? What is the best way to distribute these accounts during your life and at death?
Legacy planning goes beyond the traditional thoughts of simply trying to reduce taxes on an estate for loved ones. Our clients want to know how to control their assets long after they’re gone. How to leave heirs an income rather than a lump sum. How to ensure grandchildren will receive their inheritance in the event of a death, divorce, or remarriage. The best way to leave assets to a charity and how to use the power of a beneficiary form to their advantage. We can show you how minimize the expenses at death to your heirs while controlling your assets after you’re gone in the simplest, most efficient way possible.
Advisory Services Network, LLC does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. You should always consult your own legal or tax professional for information concerning your individual situation.