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RMT Wealth Management | Tax Efficient Investment Strategies

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Tax Planning

Tax consequences are one of life’s certainties.

By creating a tax-efficient financial plan, you can potentially increase your return on investment by reducing your tax liability.

In general tax-efficient investment planning involves:

  • Being aware of how your income, investment purchases, and expenditures align with current IRS regulations.
  • Selection of investments (bonds, stocks, capital assets, real estate) and retirement plans (annuities, IRA’s, 401K’s) that can potentially reduce your tax burden.
  • Checking your filing status and common deductions.
  • Low turnover of your stock portfolio. A balanced stock portfolio will have a blend of taxable accounts and tax-deferred accounts. The more often you trade out of the taxable accounts, the higher your risk for taxes.

At RMT Wealth Management, you get the best of both worlds… personalized tax-efficient investment planning by Robert Troyano, CFP ®, CPA.

 

Contact us today for your complimentary, no-obligation 60 minute wealth management consultation.

Our Services

  • Retirement Planning
  • Estate Planning
  • Planning for College
  • 60 Minute Consultation
  • Tax Planning
  • Setting Your Goals

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 201-226-1040
Fax: 201-226-1312
Toll Free:

Email: rtroyano@rmtwealthmanagement.com

299 Market St., Suite 330, Saddle Brook, NJ 07663

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Securities offered through Grove Point Investments, LLC, member FINRA, SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. RMT Wealth Management is not affiliated with Grove Point Financial, LLC or its subsidiaries. Click here to view Form CRS.

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