Year End Tax Planning



As 2017 comes to an end there is still time to take advantage of the many opportunities that will reduce taxes and create wealth.

Financial markets have created a lot of gains over the past year. This is the time

to take a serious look at your financial situation and determine what, if any, actions to take before the ball drops on new years eve.

There have been many times in the past where I've helped my clients evaluate and rebalance their investment portfolio to be sure they are getting the best return on capital for the amount of risk that they are taking.


A few things that a taxable investor may want to consider could be Gifting Appreciated Assets, Tax-Loss harvesting,

funding both Educational and Retirement plans. Be mindful of selling appreciated assets if you are retired. It may push you into to a higher tax rate. Also beware the mutual funds Year End Capital Gains Distributions. As pass through entities they must pay shareholders 98% of dividends and capital gains.

Of course, none of these topics are recommendations. Please consult your tax advisor before making any tax decisions.

As a Registered Investment Advisor I offer a Free Consultation at the office in Uptown Greenwood or I'll come to you.

HAPPY THANKSGIVING!


#registeredinvestmentadvisor #wealthmanagement #FinancialPlan #taxadvice #Investmentexperts

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