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Investment Review
Maximize your
after-tax return.
We can review your
investment ideas with you and your investment advisor and make recommendations
to maximize your after-tax return.
Don't ignore the
impact of taxes on your investments. While taxes should not drive your investment
strategy, understanding how taxes affect your earnings will help you minimize
taxes and maximize your return. Consider these items:
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Long-term
capital gains and dividends carry a favored tax status. Consider putting
more dollars in investments that give you dividend income and long-term
capital gains.
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You
can deduct a limited amount of capital losses in excess of capital gains.
Consider balancing your winners and losers to maximize this deduction each
year. |
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Investments
which produce high taxable annual income can be given to family members
who are in lower tax brackets, thereby saving taxes for the overall family
group. |
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Depending
on your tax bracket, you may benefit from investing in municipal bonds. |
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Another
area where taxes make a difference is in deciding which investments to keep
in your tax-deferred accounts, such as a regular IRA or 401(k) plan, and
which to keep in taxable accounts. |
Check out these
links.
We do not endorse
any products, services, or businesses you may find by following these links.
Do not enter into any transaction until you and your advisors are satisfied
that you are getting what you are paying for.
Each link will
open a new browser window.
For assistance
with your investment concerns, contact us.
DANIELLE MICHAELS &
ASSOCIATES
FINANCIAL
& TAX CONSULTING
151 N. Almont Dr., Apt. 102
Beverly Hills, California 90211
(310) 278-5374
Fax: (310) 278-5375
E-mail: taxdoctor@taxea.net
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