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InvestEdge Planning
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So How Does

Tax Planning Help You?

Play Video to Learn More and click the Music Note below the Video to the right for sound.

Forward-Looking Tax Planning is included with the Asset Management Service and the One-Time Financial and Retirement Planning.

Get started with a complimentary consultation

Tax Planning Checklist

1. Marginal Tax Rate- Your tax rate based on your income.
2. Average Tax Rate- Helps us understand your overall tax picture, after all credits and deductions. 
3. Carry Forward Losses- Losses carried forward to the future from stock sales. Planning opportunity. 
4. IRMAA Surcharges- Surcharge based on income added to Medicare premiums.
5. Capital Gains- Long-term capital gains are taxed at preferential rate than ordinary income.
6. Qualified Dividends- Dividends taxed at capital gains rate than ordinary income.
 7. Roth Conversion Opportunities- For tax-free income and no RMDs after age 72. 
 8. Itemized vs. Standard Deductions- Planning opportunity.
 9. Net Investment Income (NII) Tax- Higher income individuals or couples are taxed at 3.3%. Planning opportunity.
  10. Qualified Business Income- 20% tax deduction for pass-through businesses, for small business owners based on several requirements.
  11. Phaseouts- 50 tax credits available but are subject to income phaseouts. 
  12. Review of credits and deductions- awareness of credits and deductions that may apply to you.
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