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We will act as your sounding board.
We will review your investment ideas with you and
suggest an investment strategy to help maximize your after-tax return.
Don't ignore the impact of taxes on your investments. While taxes should not drive your
investment strategy, understanding how taxes affect your earnings can help you reduce
taxes and increase your return. Consider these items:
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Capital gains carry a favored tax status. Consider
putting more dollars in investments that return capital gains. |
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You can take an annual deduction of up to $3,000 of
capital losses in excess of capital gains. Consider balancing your winners and losers to
maximize this deduction each year. |
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Investments which produce high taxable annual income can
be given to family members who are in lower tax brackets, thereby saving taxes for the
overall family group. |
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Depending on your tax bracket, you may benefit from investing in municipal bonds. The
level of these investments may need to be adjusted as your total income picture changes. |
Check out these links.
We do not endorse any products, services, or businesses you may find by following these
links. Do not enter into any transaction until you and your advisors are satisfied that
you are getting what you are paying for.
U.S. Securities and Exchange Commission
USA Today - Top Money News
Federal Reserve Bank of New York -
interest rates on treasury bills and much more!
Stock Quotes - Reuter's
The American Stock Exchange
NASDAQ Exchange - stock quotes
New York Stock Exchange
S.E.C. - Edgar Database
American Association of Individual Investors (AAII)
Daily Stocks - get quotes, charts, and SEC
filings
InfoBeat - have email notices sent to you about your
stocks
Securities and Exchange Commission - investor assistance,
fraud cases, SEC filings and small business information
Stockfind - financial news by industry and an IPO
corner
Wall Street Directory - shopping mall for software,
books, and magazines about investing
H. Beck, Inc. is not necessarily affiliated with any of the links provided.
Securities and Investment Advisory Services offered through H. Beck, Inc., Member FINRA, SIPC
H. Beck, Inc. is not affiliated with Anita T. Conner & Associates, P.C. and the George E. Thorne Development Center.
Not all individuals with Anita T. Conner & Associates are registered to offer Securities products.
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