Tax Planning
The difference between death and taxes ...
is that death doesn’t get worse every time Congress meets.
“The taxman cometh”, as the old adage goes, but there are tax planning strategies that can be considered to help minimize Uncle Sam’s yearly payday. Tax advantaged investments, tax-deferred growth, and the strategic placement of assets to minimize your yearly tax bill are just some of the actionable strategies that can be employed within the management of your wealth. We advise you on which assets should be utilized first in retirement, when you should harvest a tax-loss or take a capital gain, the tax implications for holding particular investments, and the list goes on. Clearly understanding the impact of taxes is vital to achieving your financial goals. Therefore this is a fundamental focus for us in the management of your wealth.
Epic Insights
Mar 29, 2023
Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security. They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy – and a good strategy … Continue reading “Creating a Retirement Strategy”
Mar 27, 2023
Overview As we expected, the Federal Reserve (Fed) raised the fed funds rate by 0.25%, pushing the upper bound to 5.00%. Financial conditions were stable enough for the Federal Open Market Committee (FOMC) to release updated projections, unlike the Fed’s decision back in March 2020 to delay updated projections due to financial instability. Yesterday, the … Continue reading “Market Update: Three Takeaways from the Fed Decision”
Mar 24, 2023
You’ve probably heard the saying that “cash is king,” and that truth applies whether you own a business or not. Most discussions of business and personal “financial planning” involve tomorrow’s goals, but those goals may not be realized without attention to cash flow, today. Management of available cash flow is a key in any kind … Continue reading “Cash Flow Management”
Top of Page
Services
Epic Capital provides the following comprehensive financial planning and investment management services: Learn More >
Find us on:
Copyright © 2023 Epic Capital Wealth Management. All Rights Reserved.
Securities offered through LPL Financial. Member FINRA/SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, DC, DE, FL, GA, IN, LA, MD, MO, MS, NC, NJ, NY, PA, SC, TN, TX, VA, VT, WA.