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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.
U.S. Securities and Exchange
Commission — investor assistance, fraud cases, SEC filings and small
business information
USA Today — top
money news
Federal Reserve Bank of New
York — interest rates on treasury bills and much more!
Stock Quotes — Reuter's
The American Stock Exchange
NASDAQ Exchange — stock
quotes
New York Stock Exchange
Securities and Exchange
Commission (S.E.C.) — Edgar database
American Association of Individual
Investors (AAII)
Daily Stocks — get
quotes, charts, and SEC filings
Fund Alarm — changes
in fund managers, buying and selling of fund information
InfoBeat — have
e-mail notices sent to you about your stocks
Stockfind — financial
news by industry and an IPO corner
Wall Street Directory — shopping
mall for software, books, and magazines about investing
For assistance with your investment
concerns, contact us.
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Westlake Village, CA 91362