We will work with you and your tax adviser to create as much tax efficiency in your portfolio as possible. If you don’t have a tax professional and need one, we will be happy to refer you to someone that can help.  At the beginning of every year, you will receive a consolidated 1099 statement informing you of any tax liabilities you incurred in the previous year. If you have a tax professional, they will need this form in order to accurately file your taxes. 

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Tax Management Strategies