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Tax reduction seminar

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January 24, 2013 – Comments (0)

January 23, 2013 

 

To CMA Clients and Friends,

 

One-Hour Tax Reduction Education Seminar...Lower Your Investment Taxation 

We are inviting you to a one-hour Tax-Reduction Seminar being held Saturday, January 26th – 9 am to 10 am, or on, Tuesday, January 29th – 7 pm to 8 pm at the conference center of Capital Management Associates in Lisle.

 

In December last year, Congress finally put in place a new income tax code that replaces the expiring Bush Tax Cuts from 2003. You should know the basics of the New Code, as it offers some very beneficial “tax-reduction provisions” on a number of investment income asset types.

 

Investment income from Qualifying Common Stocks, Preferred Stocks and MLP companies is now tax-free, or at half the ordinary income tax rates based upon the upper tax-brackets you may be in. This is 6-7% investment income.

 

We would like you to learn how to increase your investment income compared to CDs, money market funds, annuities, US Treasury securities, low yield common stocks, and learn about investment types that pay out “Qualifying” IRS approved income that is either tax-free or tax-reduced on your 1040 tax return. Also, learn to use the ROTH IRA account to its full potential, which is totally tax-free and no "minimum required distributions".

 

RESERVE YOUR SPACE NOW – LIMITED SEATING!

  

Bring a guest or pass this invitation on to someone interested in tax-reduction.

 

“Navigating the Strategies of Tax-Reduction and Investment Income” 

Please R.S.V.P to this email address or, call 630.963.4235 ext. 233

CHOOSE – Saturday, January 26th at 9 am or Tuesday, January 29th at 7 PM 

ONE HOUR TO HELP YOU BE BETTER PREPARED FOR 2013 and BEYOND 

 

Sincerely,

 

Chuck D

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