Periscope Newsletter & Blog

This is some blog description about this site
Periscope Weekly Investment Newsletter.

Tax Harvesting 2018

Who says this is a “supposedly good year for the markets?”

Some of your investments may have lost money this year. Many of your investments may have gains. If you have the type of account for which you have to pay taxes on some, or all, of your gains every year, then we may have the opportunity to “harvest” the investments with losses for tax purposes. Talk to your personal wealth manager about how you may benefit from this service!

Continue reading
  113 Hits
113 Hits

End-of-year Gifting

Our office is feeling thankful, and we hope you are too! Now is a good time to think about charities. Here are a few ideas.

First, consider gifting out of your retirement account (IRA).* For example, instead of receiving a required minimum distribution and writing a check, ask your wealth manager how to donate to your charity out of your IRA. The big advantage is that your charity receives more money—perhaps 50% (or more)! All of the money that comes out of your IRA goes to the charity. If you pulled the funds out of the IRA, and paid taxes on the distribution, then you’d have a much smaller donation for your charity. 

Continue reading
  139 Hits
139 Hits

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.
Learn more

Green Initiative Side Bar 2

The Green Initiative

Addressing Global Concerns on an individualized basis