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What tax planning strategies advice do you offer?
Advice may include ways to minimize current and future income taxes as part of your overall financial picture. A recommendation will be offered as it pertains to the type of accounts or specific investments should be owned based in part on your “tax efficiency” with consideration that there is the possibility of future changes to…
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What is a Joint Tenants in Common account?
Two account holders are required. No other documentation required to open, just the application and proper ID. A surviving tenant of the account does not necessarily acquire the rights of the deceased person. Usually the ownership of the account is split 50/50 and the deceased person’s share passes to the deceased estate (not to the…
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Are their risks involved in investing in Real Estate Investment Trusts (REITs)?
Yes. Risks involved in REIT investing may include (i) following the sale or distribution of assets an investor may receive less than their principal invested, (ii) a lack of a public market in certain issues, (iii) limited liquidity and transferability, (iv) fluctuations involving the value of the assets within the REIT, (v) a reliance on…
