YOUR FINANCIAL SECURITY MATTERS!
That's why Landmark offers more than just tax and investment advice. In fact, getting financial advice from someone who is an expert in both tax investment planning is very beneficial, whether you're investing for the future, managing your money in retirement, or protecting the financial future of those you care about.
HERE'S WHY. Whether you're retired, just starting out or already have a growing portfolio, taxes can be your biggest enemy you face when it comes to achieving your lifestyle and retirement goals. Many people understandably focus solely on the rate of return an investment can provide them, without taking into account the effect taxes will have on their investment decisions and eventual outcome.
In the end it's not how much you accumulate, but rather how much is actually available to you after taxes, to spend, provide the security you want, or pass on to your loved ones. It's not uncommon to see much of the growth people have acquired wiped away because of poor tax and investment planning.
DON'T LET IT HAPPEN TO YOU! When you work with Landmark Tax and Investment Services, we will help you design an action plan to take you where you want to go. After all, "Money Planning" is really about planning your life.
If you would like to see what your risk tolerance number is you can click the "Free Portfolio Risk Analysis" link. For information on how your risk analysis is figured, click the Riskalyze link below.
Newsletters
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Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
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HOT TOPIC: Real Estate Commission Changes Around the Corner
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
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Equity REITs: Is There Room for Real Estate in Your Portfolio?
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.