Tax Planning

Taxes, taxes are so fun, taxes are complicated for everyone. We work in concert with your tax professionals to help you make financial planning choices that maximize tax efficiency.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

bjordan@financialguide.com | 404-800-5567