Taxable, Tax Free, and Tax Deductible
Industry surveys and reports remind us that high-net-worth clients are equally interested in their investment portfolios and their taxes. One of the most popular attractions to an advisor’s website is a tax calculator that helps answer tax-related questions. For example, would a traditional IRA be more advantageous than a Roth IRA? Are corporate or municipal bonds best for your investment objectives? How will a $6,000 catch-up contribution to your 401(k) plan affect your retirement earnings? Increase traffic to your website and into your office with the right content for the right target market.