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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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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REITs, Rates, and Income
This article provides an overview 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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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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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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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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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.