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

Dan Ohlwiler CA Insurance License #0601944

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Dan Ohlwiler or Sterling Financial Advisors is stated or implied.

The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Sterling Financial Advisors are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.