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Video: Proactive Tax Planning for 2021

Video: Proactive Tax Planning for 2021

| May 04, 2021

In this video we review some tax strategies to think about as you continue through 2021 as well as some quick points about the 2020 tax season. You have until May 15 this year to make IRA and Roth IRA contributions. 

If you have $500,000 or more in investable assets, contact us today to find out how we can help you achieve a successful financial future in retirement.

We charge one simple fee based on the size of the portfolio we manage for you. We structured our fees so we do better when you do better.

Many of our clients are looking for their assets to last throughout their retirement years, while generating income. Therefore we take a longer-term view.

ProEquities, Inc. and Pendleton Financial do not provide tax or legal advice. Please consult with your CPA and Attorney.