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I paid too much in taxes, how can you help?

paid too much

paid too much

New York -A FEE-ONLY financial adviser can help you reduce taxes paid by providing tax-efficient investment strategies and making sure you take advantage of all tax deductions and credits for which you are  eligible. Additionally, they can help clients create a comprehensive financial plan that includes tax-saving strategies such as maximizing retirement plan contributions, utilizing tax-loss harvesting, and creating a strategy for charitable giving. They can also review the tax implications of financial decisions such as buying or selling real estate, starting a business, or inheriting assets. Additionally, they can help you understand the tax implications of different types of investment accounts and help you make decisions that minimize taxes.

Here are some smart tax-savings ideas that FEE-ONLY Advisers will talk to you about.

  • Municipal Bonds - If you are a growth orientated investor, you may not have given much thought to municipal bonds. You may want to reconsider. Municipal bonds are generally free from federal - and often, city and state income taxes. Our Financial Advisers can help you select from a variety of individual municipal bond funds or individual securities.
  • Maximize your tax-deferred investments - If you have not fully invested in all your tax deferred investing options - 401(k)s, IRAs and annuities - you should speak with one of our Financial Advisers. Not only can maximization of your tax-deferred investments reduce your annual tax bill and accumulate more more over time, it is a great way to invest without the worry of short-term capital gains taxes.
  • Factors taxes into your investment decisions - Most stock brokers do not think much about taxes because they are too busy trying to get you to buy or sell so they can earn a commission. Fortunately - our network of Financial Advisers are Fee-Only and independent.  Financial Adviser can help you review the tax implication of your current investment strategy and help you plan a more appropriate one.
  • Stay aware of new tax laws - Changes in the tax law bring about new investment opportunities and challenges all the time. Our network of Financial Adviser can make sure that your investments are structured best to take advantage of these new laws and avoid decisions that will result in higher taxes.

Ready to take control of your taxes and investments? At, our FEE-ONLY financial advisers can help you reduce your taxes paid by providing tax-efficient investment strategies and maximizing all tax deductions and credits you are eligible for. Schedule a FREE consultation  or ask a question today and see how we can create a comprehensive financial plan tailored to your specific needs and goals!" Alternatively, visit 1800ADVISER.COM to browse biographies of individual FEE-ONLY advisers and choose one or more to connect with. 


About Us

Founded in 1998, The Independent Adviser Corporation has assisted thousands of individuals, families, and businesses. We are 100% independent and objective and offer free private consultations to our clients. Our company publishes free investment research and educational materials, and when specific financial or legal advice is needed, we connect clients with a network of FEE-ONLY professionals. For more information, become a member or to schedule a free consultation, please visit our website at or 1800ADVISER.COM