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Taxable, Tax Free, and Tax Deductible

One of the most popular attractions to an advisor’s website is a tax calculator that helps answer tax-related questions.

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April 20, 2017

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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.

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