Skip to main content

RMT Wealth Management | Tax Efficient Investment Strategies

  • Home
  • About 
    • About RMT
    • 6 Step Process
    • FAQs
  • Our Services 
    • Retirement Planning
    • Estate Planning
    • Planning for College
    • 60 Minute Consultation
    • Tax Planning
    • Setting Your Goals
  • Resources
    • Recommendations
    • Document Checklist
    • Financial Calculators
    • How Much House Can You Afford?
    • Rework your budget
    • Inflation impact on retirement
    • how will my savings grow?
    • Retirement fund
    • Mortgage Calculator
    • How Much Car Can You Afford?
  • Blog
  • Contact
  • Client Login

    You are here

  1. Home
  2. Our Services
  3. Tax Planning

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

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities and Investment Advisory Services Offered through H. Beck, Inc. Member FINRA, SIPC H. Beck and RMT Wealth Management are not Affiliated .

Neither RMT Wealth Management nor H. Beck, Inc. offers legal or tax advice. For specific information that applies to your circumstances you should consult a qualified legal/tax advisor.

We are licensed to sell Insurance Products in the following states: Florida, New Jersey, New York, Pennsylvania, Virginia.

We are registered to sell Securities in the following states: Arizona, California, Florida, New Jersey, New York, Pennsylvania, Virginia.

About tax efficient investment strategies: Investing involves risks and there is no guarantee that any particular strategy will work under all market conditions or protect against a loss in a declining market.

Investments will fluctuate and may be worth more or less than when originally purchased. Diversification and asset allocation may reduce some risks of investing, but do not guarantee a profit or ensure against market losses.

© 2021 RMT Wealth Management . All rights reserved.

Website Design For Financial Services Professionals