Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

How to Diversify Your Tax Policy

Diversifying your tax policy may be more timely than ever before, now that we have so many changes happening in Washington DC. So says Dave Stevens, CFP, CPA, PFS, with A&I Financial Services LLC. In last week’s tax chat event, Dave discussed many ways to save a few dollars in taxes. We entered a respectful and friendly debate about whether a person should go Tax Free, or just diversify their tax policy.

There are three basic ways our investments are taxed: taxed-as-earned, tax-deferred, and tax-free. The taxed-as-earned CDs, brokerage accounts, and other investments are (hopefully) held for a long time and taxed at the (almost always lower) long-term capital gains tax rates.

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Incredible(?) Recovery(?)

The drumbeat of this Periscope is optimism, based off life experience and research. I fear it may be your only voice of optimism. The cacophony of negative news around this incredible economy and equities market is astounding.

Just this last week, economists concluded that the most recent three months, Q4 2018, was a good one for the USA. In fact, the rate of growth was 30% better growth than they thought just a few months prior. This is incredible!(?). Did you hear anything about that? Perhaps only here…we are in good times, economically-speaking.

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Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free






An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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