Probate avoidance and income tax deferral can save you money on your tax
bill if arranged appropriately.  

When you consider ways to finance your retirement, it is important to account
for and understand the impact of taxes.  Taxes can dramatically change the 
value of your retirement savings.  Know how to shelter your savings from 
unnecessary taxation.

There are differences between tax free, tax deferred or tax sheltered.
Know the differences.  Your assets can grow dramatically with the right 
combination.

Life insurance proceeds will not incur income taxation at death.  Under 
current tax laws, life insurance passes to a named beneficiary income tax
free.

We pay attention to strategies to help minimize your tax liability during 
earning years, at retirement and at death.  While we do not provide tax advice,
we do assist in identifying strategies to help minimize your liabilities and 
introduce you to qualified  accountants and attorneys to put plans in place.

If you need someone to explain insurance and benefits taxation to you, 
please contact me.   I work with very competent CPAs and attorneys.


Links:

http://www.anneromanocpa.com
Anne Romano, CPA
Areas of expertise include tax planning and preparation, business startups,
financial accounting, and personal financial planning.

http://turbotax.intuit.com/tax_help/ten_tax_savvy_steps_for_after_the_new_year/article
Tax Help After the New Year -- From TurboTax

http://cybresllc.com/favorites/taxes.htm    Taxes