advice you need: hot topics
Huge federal deficits are certain to effect tax-free limits on estates. In the near future the 2017 tax law expires for individuals consequently most certainly lowering the limits; we are able to share some proposals to lower estate taxes.
Strategies we advocate for gifting assets so protect yourself from estate tax implications.
An HSA, Health Savings Account, is a good option to save on a tax-deferred basis for those with a high deductible health care plan. HSAs have a triple tax advantage associated with them
We recommend Roth IRAs as a vehicle to enhance retirement savings for additional tax free growth.
Income limitations may limit who qualifies for directly funding a Roth IRA. For those individuals with a modified adjusted gross income above the limits, a Roth IRA Conversion is a great strategy for getting funds into a Roth IRA.
Huge federal deficits are certain to effect tax-free limits on estates. In the near future the 2017 tax law expires for individuals consequently most certainly lowering the limits; we are able to share some proposals to lower estate taxes.
Our job as Certified Financial Planners is to help individuals create a Comprehensive Financial Plan which functions as a roadmap to enable good financial decisions amid ever-changing life circumstances.
the forces currently driving the Market higher:
→ consumers
→ Federal Reserve
→ Congress
+
the driving forces for inflation:
→ consumers
→ supply shocks
→ oil
→ wage pressures
Q+A about hot topics and financial planning with advice from Landmark Financial Advisors.