Income Tax Planning for Investments

Do you have the answers to the following tax questions?

• Are you taking advantage of the new Roth conversion rules?
• How much income tax are you paying on your investments each year?
• What types of tax-advantaged investment programs do you currently have?
• How many tax-advantaged retirement plans (IRA, 401(k), etc.) do you participate in?
• What strategies are you employing to take advantage of the new income tax schedule for dividend income and capital gains?
• When do you anticipate utilizing retirement plan assets for income?
• What is your current tax bracket?
• Which fixed income investments do you currently favor: taxable or tax-free?