How can I let Uncle Sam help fund my future?
The tax code provides a number of ways for taxpayers to put money aside for retirement in ways that reduce their current and/or future taxes. Whether you work for an employer or are self-employed, you have a host of tax-favored options from which to choose. The ever popular individual retirement account (IRA) has evolved into a variety of forms since it was first introduced in 1974, each with its own regulations on maximum contributions and deductibility of contributions. The newest version, the Roth IRA, even provides for tax-free withdrawals for retirement. Even with these advances, many people would still like to have more options to strengthen their financial security in retirement in ways that produce tax benefits. If you are a taxpayer with significant charitable goals, you do just that.
Please contact Matt Taylor at 253.683.3950 to learn more about how an estate gift could benefit your family and help with the long-term sustainability of ACM.
|
|