EXPERTS LANE n FINANCIAL ADVICE
Do You Want to Know
How to Save on Your Taxes?
By Nesterine Blair, Financial Professional
In addition, Americans continue to be
challenged by the uncertainty of the
federal tax environment. Though the
current tax laws have been temporarily
extended, there is still concern about
what these rates will look like in the
future—all the more reason to take
control over your taxes now.
TAKE MORE CONTROL
OVER YOUR TAXES!
Start by reviewing your investments. If
you are concerned about your current
tax burden, it may be time to review
your retirement income goals with your
financial professional and tax advisor
and evaluate the tax liability of your
existing portfolio.
6
IBA Success Magazine
n
VOL 4, Issue 3
4 STEPS TO HELP TAKE
CONTROL OF YOUR TAXES:
• First, look at your current investments
to determine if those funds are
needed now or can be earmarked for
the future.
• If you determine that a portion of
your investments can be set aside for
retirement, you may want to think
about diversifying into an indexed
account or a tax-deferred investment.
• Learn how to double your estate and
pass down an inheritance to your
family tax-free.
• Finally, we can do a financial needs
analysis to see where you are
financially and customize a program
for you, which not only provide tax
advantages, but also can help you
further grow and protect your income.
For further information or discussion
about saving on taxes and getting
financially ready for retirement, please
contact Nesterine Blair at 321-438-6228.
Nesterine Blair
NesterineBlair@gmail.com
BLAIR
N
o one wants to pay more than
they need to in taxes. Yet
today, many Americans are
doing just that. Why? Because
they don’t fully understand how taxes
work, it can financially impact their
retirement income in the future. Not
enough families are aware of ways to
put their money away and access
the growth tax free. The reality is, the
federal taxes paid annually on capital
gains, dividends and interest income
can significantly erode your return over
time.