Copyright © 2010 1040.com
All Rights Reserved
|
|
Tax Planning
|
TAX PLANNING
Are you preparing for retirement? Linda Perry is able to analyze your tax liability when taking distributions from retirement accounts. How will a lump sum distribution from your 401k, IRA, SIMPLE, SEP or other retirement plan impact your taxes? The time of the year that you retire may increase or decrease your tax liability.
Ask yourself these questions:
- Will a ROTH IRA benefit my tax situation?
- I've heard of tax free income but how does that work?
- Is a college savings plan the best choice for my situation?
- How much will I need when I retire?
- Where do I begin saving money and how much do I need to start?
- What is a mutual fund and how does it work?
If you don't know the answers to these questions, call the office at 804 448-2459 to set up an appointment with Linda to determine what your needs are.
*(NO e-mails are answered)
Linda W. Perry
Registered Representative
Securities Offered by
W. H. Colson Securities, Inc.
211 Commerce Street Suite C
Greenville, NC 27858
Phone 252 756-9902 Member FINRA-SIPC
*To insure compliance with FINRA & SEC regulations, e-mail correspondence will not be used for investment related information. |
|