Are Taxes Eating Away at Your Hard-Earned Money?
In today’s economy, many people are giving more thought to tax-advantaged strategies as they consider the impact of taxes upon their investments. Tax-advantaged investments are intended to help you retain more of your investment earnings, while lessening your tax obligation. Retirement plans are one of the first vehicles you should consider when strategizing ways to lessen your tax burden. Traditional and Roth IRAs also offer numerous tax-shelter features. Tax-exempt investments can provide income that is typically exempt from federal income tax. State and local tax benefits often apply as well. Capital gains/losses can serve as leveraging tools within your tax-advantaged strategy. Travis can guide you through the complexities of tax-advantaged investing, and help you keep more of your hard-earned money. Contact Travis Berglund
Investment Services
a Financial Consultant with First Federal, at 360-417-3158.
Securities are offered through Essex National Securities, Inc. member FINRASIPC. Insurance products are offered through Essex National Insurance Agency, Inc. Neither are affiliated with the bank.
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