Being Tax Aware…????
✔ I know how my investments are taxed today (i.e. annual 1099’s)
✔ I know what investments are in a tax deferred account
✔ I know how my investments will be taxed at distribution
✔ I accept paying certain taxes today because I believe I will pay less tax over time
❌ Focus solely on minimizing taxes today regardless of any long-term implications
Don’t be an ostrich burying your head in the sand. Become tax aware before it is too late.
Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.
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In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.