Taxable Brokerage Account
Do you manage your brokerage accounts in a efficient way?
Review your investments and plan at least twice a year?
Things to consider
Tax planning is more complicated than simply filing and trying to “save” a few dollars in what you may owe Uncle Sam. It requires developing a strategy, as well as proper administration to support, operate, track, document, and follow through. A proactive approach can help prepare you, your family, or your business for long-term success.
We can help
We’ll analyze your financial situation or plan from a tax perspective to align your financial goals with tax-efficiency planning. This encompasses many different aspects, and we’re here to help you navigate it all.
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1. PewResearchCenter — A Third of Americans Say They Like Doing Their Income Taxes, April 2013
2. IRS — Retirement Plans FAQ Regarding Required Minimum Distributions #8
3. IRS Tax Code