Tax Strategies
Reduce Your Tax Burden
Retirement taxes may affect your investment and income. Guardian Financial Management in Flower Mound, Texas can help you prepare for this. We can assist with tax planning and create helpful tax strategies so you can get the most out of your investment.
Reducing your tax burden means you can enjoy more of your hard earned money and your golden years. It’s important to have a plan for your assets before retirement so these taxes do not come as a surprise. One of our qualified professionals can create a plan that best suits your needs.
Tax Minimization Strategies
There are many ways to minimize your estate and income taxes, which can increase your eventual payout. Tax-deferred vehicles allow your investment to earn interest at a faster rate, and you can postpone paying taxes on this investment. This does not mean you completely avoid paying taxes, but rather that you strategize to pay a reduced amount. One example is insurance products, which allow you to postpone payments until retirement when you may be in a lower tax bracket.
Please note that withdrawals will reduce the contract value and the value of any protection benefits. Additional withdrawals taken within the contract withdrawal charge schedule will be subject to a withdrawal charge. All withdrawals are subject to ordinary income tax and, if taken prior to age 59-1/2, may be subject to a 10-percent additional federal tax.
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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Guardian Financial Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims’ paying ability of the issuing company and are not offered by Brookstone.
