Tax-Efficient Strategies

Do you think taxes are going down in the future?

Many people agree that taxes will more than likely be going up sometime in the near future, not going down. The government is spending much more than what we bring in. And it could get worse.

Will I be taxed forever on my retirement accounts?

We can look at opportunities to go from a "forever taxed" account to a "never taxed" account -- if we act now and help identify an exit strategy for our "tax infested" accounts.

Which tax bracket am I currently in for 2018?

If you look at history, income could be considered "on sale" right now. They're at the lowest point they have been in decades. But why don't we feel that way? Because it seems like every time we turn around we're being hit with some kind of tax. If you're interested in evaluating the 2018 Tax Summary, click on the button below:

2018 Tax Summary

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

Need Help With A Tax-Efficient Strategy?

If you live in Orange County California, you can schedule a complimentary consultation with a Sterling Financial advisor to help make sure Uncle Sam doesn't get more than he needs to.

Call Now: 949.859.8900

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