Tax Planning

Our Ad^Visors understand that if you are like most people, you dread the thought of paying more in taxes than you should have to. We work diligently to address the challenge to reduce your tax burden and to assist you to keep more of your own money. Finding ways to intelligently and legally minimize the impact of taxation on your investments should reduce your total tax liability.

In^Vestra can tailor your tax strategy as we strive to maximize financial returns and structure the most appropriate investment strategy for individuals, partnerships, estates, trusts, entrepreneurs and executives. Integrating our financial planning perspective with both income and estate tax implications as we seek to grow wealth and optimize potential return. In^Vestra employs a proprietary integrated approach to design a practical strategy to help you gain and keep the greatest benefits from your efforts and assets.

Alternatives commonly suitable for pursuing your financial goals while minimizing the impact of taxes include:

• Tax deferred IRAs
• Tax-free or Tax-deferred Bonds
• Tax-free or Tax-deferred annuities
• Life Insurance
• Tax diversified investment portfolios
• Tax harvesting
• Deferral or acceleration of income recognition where suitable
• Structuring and implementing charitable gift-giving and charitable trusts

LPL Financial and InVestra do not offer tax advice or services.

Death & Taxes

InVestra knows that there are only two certainties in life: Death & Taxes. We can help you plan for both, starting with a comprehensive tax strategy to help you pursue your financial goals.