Take Control of Your Taxes

08 Apr

(W) Take Control of Your Taxes

(W) Take Control of Your Taxes

Wednesday, April 8, 2015 (10:00 AM to 12:00 PM)

West Broward Sawgrass Office, Sunrise, Florida

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Investment decisions can have tax consequences that are not normally considered. Tax diversification and the use of tax-deferred vehicles can provide the options and strategies to help you take control of your tax bill.

In this lesson you will learn:•How today's challenging tax environment and your investment decisions can impact the income you receive in retirement;
•How the American Taxpayer Relief Act of 2012 is affecting your tax returns today;
•Whom tax rates changes will impact most, and what financial asset classes can help your tax strategy;
•How to avoid mutual fund turnover and taxes;
•What differentiates tax effective investment choices like IRA's, Roth IRA's, deferred annuities or 401(k)'s;
•Why an estimated 77% of Americans have paid more taxes in 2013 than they did in the previous year.

West Broward Sawgrass Office - Conference Room 1
West Broward Sawgrass Office (Conference Room 1)
13680 NW 14th St
Sunrise, FL 33323

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