We are in the fourth quarter of the year. To make a football analogy, it’s 3rd and 1 when it comes to year-end tax planning. Now is the time to meet with your advisor if you haven’t already. This is particularly important if you are someone who keeps multiple brokerage and investment accounts. Having a tax wise advisor who can take the 30,000 foot view of your overall investment tax situation is important in keeping more of what you make.
Keeping more of what you make and earn on investments is always a Smart Financial Strategy for Life! Give me a call if you have questions or would like to schedule an appointment for a review of your situation. Tax planning is an important part of my service to clients.
To review the Five Don’ts Click Here: Five Tax Don’ts for 2014
FSC Securities Corporation does not offer tax or legal advice.