FAQ - TAX EFFICIENT INVESTING IN A RISING TAX ENVIRONMENT

In this piece, we turn our attention to concerns that future income and estate taxes will increase and how clients can invest in a more tax efficient manner in this environment.

Where are current income taxes relative to historic rates?

What is the conventional wisdom regarding the future tax environment?

What has been the political response to the expanding debt and deficit (other than contributing to it)?

I max out my 401K contributions and my income level is too high to contribute to a Roth IRA. Is there another non-taxable bucket to which I can contribute?

I am 45. If I used this strategy, how can I calculate the value of insurance tax wrapper?

FAQ - TAX EFFICIENT INVESTING IN A RISING TAX ENVIRONMENT.pdf

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