Tax-Smart Investing

sevensavingstips355x209I talked recently about the five don’ts before 2014.  Today I’d like to talk about Tax Smart Investing – what it is, taxes that may impact you that you aren’t familiar with, the huge amount you can lose to taxes and not really notice, and strategies to mend the problem.

It used to be that large investment amounts were required to participate in tax-smart investing.  Today you can utilize these strategies with a professional manager with as little as $25,000.  Making all dollars work hard and smart for you and your family is a Smart Financial Strategy for Life!

Take time to review the attached article.  I’m certain most of you will learn something new.  Give me a call to find out more or to discuss your personal situation.  Tax Smart Investing_2013

Tax planning is so important in your financial planning!


FSC Securities Corporation does not offer tax advise.

About Sara Seasholtz

Sara Seasholtz, CFP®, was voted one of "50 Most Influential Women in Charlotte" by The Mecklenburg Times in 2011, and has assisted her clients with their financial planning needs for over 40 years. Have a financial question? ASK SARA!


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