Tax-Efficient Solutions

Albert Einstein once said, "The hardest thing in the world to understand is the income tax." Indeed, taxes can be frustrating to pay and difficult to understand.  The good news is, with a little planning, we can help you develop a strategy to minimize the impact to your bottom line. 


In the United States, gains or growth of your assets fall into three income taxation categories: 

  • Taxable .......................... 1099 now
  • Tax Deferred ................ 1099 later
  • Tax-Free Income ........ 1099 never

Let's do a financial check-up to determine where your money is now.  


Neither New York Life Ins. Co. nor any of its agents or affiliates, nor Beechwoods Financial Solutions or staff provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.



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