Broker Check

Tax Surprises for Life Events

January 23, 2023
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Whether you’re getting married or divorced, welcoming a new baby, sending a child off to college, changing jobs, or retiring, most life events have tax implications. While some of these events result in welcome new credits and deductions, others can result in unwanted surprises.

That’s why tax planning is a core component of a comprehensive wealth management approach. Understanding the relationship between taxes and the financial and investment decisions you make at every stage of your life is critical to helping you remain on track toward your goals. 

Working together and with a tax professional to evaluate the impact of current tax law changes and understand how they impact your financial strategies can be beneficial. Reach out today to schedule a time to discuss your questions and concerns.

The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.