Income Tax
Management

Do you think taxes are going down in the future?

Almost everyone agrees 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's just going to get worse.

Will I be taxed forever on my retirement accounts?

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

Which tax bracket am I currently in for 2016?

If you look at history, income taxes are really "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 2016 Tax Summary, click on the button below:

2016 Tax Summary

Need Help With Your Income Tax Management?

If you live in Orange County California, you can schedule a complimentary consultation with a Sterling Financial advisor to help you with your income tax management.

Call Now: 949.356.5200