The timing of withdrawals and location of investments managed on a tax efficiency basis can make a big difference over time in your returns.
Mutual funds contain many layers of fees that can erode your investment return over time.
Using tax saving vehicles are essential to build wealth in a tax efficient manner.
Annette Di Bello, being a CPA, is always thinking about taxes and ways to minimize client's tax liability. Tax planning has never been so important! The tax code has recently been reformed adding many new provisions and eliminating others. Failure to plan accordingly may result in overpayment of taxes. Don't get caught in the complicated maze of changing tax law. Remember, working with a CPA and devising a plan to minimize your tax liability is your legal right! No one is required to pay more in taxes than the law allows.
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Disclaimer: All information herein at Di Bello Financial, Inc. is for informational purposes only. This information does not constitute a solicitation or offer to sell securities or investment advisory services. Di Bello Financial is a Registered Investment Advisor transacting business in California and other states in which we qualify for exemptions. Nothing contained herein Di Bello Financial's website constitutes investment, financial, legal, tax or other advice, nor is to be relied on in making an investment or other decision. Di Bello Financial's specific advice is prepared only within our contract agreements on a client by client basis. Past performance may not be representative of future results.