 |
|
|
 |
|
|
|
|
|
|
|
|
FINANCIAL PLANNING STRATEGIES
Some general questions concerning your assets that could
benefit you and your family are:
I.
Discussing the advantages of the different types of
retirement plans available to you. For Example: Is a
regular IRA better for you than a Roth IRA?
II.
Have you looked into Long Term Health Care Insurance?
It could possibly be tax deductible.
III.
Why should I defer taxes on income and growth to some
time in the future.
IV.
Should I take advantage of a Tax Credit Program?
V.
How can I receive a 6-8% after tax, spendable income,
and have my money totally insured?
VI.
How can I save up to 75% in taxes on my Retirement Plan
(IRA)?
VII.
What is the best way to pay for my childrens’ and/or
grandchildrens’ education?
Are you a single taxpayer with an estate worth over 1.5
million, or a married couple with an estate worth over 3
million dollars? If so, we can help you alleviate income &
estate taxes that are due.
Santos Associates, FEDERALLY AUTHORIZED TAX
PRACTITIONERS, can help you with your accounting, tax
and financial planning needs. Call today for an appointment &
consultation. We are not attorneys, we can refer competent council
upon request.
