Tax Tips

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While you may be able to contribute to an IRA account, to reduce your tax liability, it's never too early to start tax planning.

Nobody wants to pay more in taxes than is absolutely necessary. Developing a tax plan and sticking to it may result in significant tax savings over the last minute pulling together of information at the end of the year.

Several examples of methods for reducing your tax burden have been outlined below. We appreciate your business and encourage you to call with any questions or concerns you might have. (704) 983-6181

  • Through our alliance with UVEST Financial Services, maximize your contributions to a Retirement Plan, including an IRA and 401(k) Plan.
  • If you have an older life insurance policy, consider using a 1035 exchange to upgrade your policy without triggering an income tax liability.
  • If you itemize, gifts to qualified charitable organizations can be deducted from your reportable income.
  • Respond to the IRS promptly if you receive any correspondence from them. Delays could incur steep penalties and interest charges.

UVEST Financial Consultants do not offer tax advice.

For tax assistance, please refer to your accountant or other tax professional.

Securities and Insurance Products are offered by, and Consultants are registered with, UVEST Financial Services and its affiliates, Member: FINRA / SIPC . UVEST and Bank of Stanly are independent entities.

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This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.