How Will the New Tax Law Affect Your Taxes for 2019 and Beyond? – Full Circle Financial of Colorado

How Will the New Tax Law Affect Your Taxes for 2019 and Beyond?

March 15, 2019
/ Uncategorized
/ By Mike Freemire

Are you concerned about new tax brackets and your 2019 tax planning? Last year was the transition year into the new tax brackets for many Americans. There’s a good chance you have questions, even concerns about what the new tax brackets mean for your tax bill for 2019 and beyond.

Has your Investment Advisor talked with you about the new tax law?

If so, have they talked with you about potentially moving assets into new asset class(es) to reduce your tax liability?

How are you best positioning your money to take advantage of your new tax bracket?

I get it – talking about taxes and tax brackets and moving assets, it can be stressful, confusing, and frankly, a pain in the you-know-what to talk about. The problem is a lot of financial advisors wait until their clients mention the new tax law before even sharing advice.

That doesn’t sound right. Shouldn’t it be your advisor’s job to serve you before you have to dig through a lot of confusing information?

That’s why our team here at Full Circle Financial of Colorado takes a concierge-style approach when it comes to financial planning, including tax planning. We understand the most recent changes to the U.S. tax brackets and what those changes could mean for you when it comes to your taxes. Important: specific tax advice should be sought from a professional tax advisor. What my team and I can do is look at different asset classes, expected distributions, and other important factors to aid in your prospective tax planning.

There’s a reason why you’re still reading this: you’re interested. You deserve to be served with a proactive, you-focused approach that gets ahead of Uncle Sam’s deadlines.

Would you like to hop on a call with me? It’s no pressure. Just a 30-minute Tax Brackets Call where we can talk about any questions and concerns you have about your taxes. Just click the link to book a time for us to chat.

Life is too short to settle for a passive advisor. You deserve better. Book a call now.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Full Circle Financial of Colorado, Inc. are not affiliated. Cambridge does not provide tax advice.