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Tax Reduction Strategies to Benefit YOU!

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January 07, 2013 – Comments (0) | RELATED TICKERS: PWE , FGP , NRP

CMA Client Update: Tax Reduction Strategies to Benefit You

 

“Each one of us has a unique blend of needs, commitments and dreams to fulfill”.

 

Which of the 15 pieces of the puzzle strategies are for you?

 

CMA can help you discover the best fit for and with you.

This page is an overview of each of the 15 strategies explaining: “What it is…How it is applied…What is the financial benefit to the you - the taxpayer.” 

 

Please contact your CMA Financial Advisor to evaluate which tax reduction strategies have application to your earned income, business income, estate plan, and investment income or capital gains.

Call CMA at 630.963.4235

 

This Situation Report on tax reduction strategies is focused on telling you of valuable opportunities that most taxpayers could take advantage of today. 

 

1. Utilize the totally tax-free ROTH IRA’s that allow annual re-invested income…

    up to $6000.00 annual contributions.

 

2. Convert IRA accounts to “totally tax-free” ROTH IRA’S

 

3. Earn high tax-free 7% investment  income with Master Limited Partnerships (MLP) in a U.S energy and natural gas portfolio.

 

4. Retirees with pension or Social Security income can have other “taxable income” in no higher

    than the 15% federal tax bracket.

 

5. A SEP IRA plan can avoid state, federal and payroll taxation on up to 25% of taxable earned income to a max. of $50,000 annual contribution.

                                                             

 6. Utilize irrevocable trusts to transfer pre-tax investment income to other family members in lower or Zero income tax brackets.

 

7. Retirees can avoid State and Federal income taxation on most retirement investment income for the first 5 or more years.

 

8. Business owners can use a personal “defined benefit pension plan” and make up to $200,000 a year in tax-free plan contributions.

 

9. High tax bracket investors can create “jumbo” tax-deferred savings plans, using low-cost

    no-load and no-redemption penalty variable annuities (VA).

 

10. Use irrevocable trusts to have investment income not included in a taxpayer’s Adjusted Gross Income (AGI).

                            

 11. Have a 7% fixed income portfolio pay premiums on tax-deductable Long Term Care policies.

 

12. Utilize fixed dividend preferred stocks of large global insurance companies to earn

     “Qualifying Dividends” taxed at Zero to 15% maximum Federal tax.

 

13. Have your IRA account investment expenses qualify as “Itemized Deductions” on your annual 1040 Federal tax return.

 

14. Use high dividend US and International common stocks and pay Zero or 15% max in federal tax on dividend income. 

 

15. Employ an asset ownership strategy for a husband and wife to avoid investment “capital gain tax recognition” over your lifetimes and to your heirs.

 

Please contact your CMA Financial Advisor to evaluate which tax reduction strategies have application to your earned income, business income, estate plan, and investment income or capital gains.

Call CMA at 630.963.4235

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