Tax Deferred Financial Planning
Tax-deferred investment refers to investment earnings such as interest, dividends or capital gains that accumulate tax-free until the investor takes constructive receipt of the gains. Some types of tax-deferred investments include IRAs and deferred annuities. By deferring taxes on the returns of an investment, the investor can benefit from tax-free growth, as well as a tax deferral on wages earned during employment which are typically higher than earnings in post-retirement phases.
Save strategically with investment plans that utilize the tax code to your advantage.
At Barnum, we work closely with you to create a comprehensive estate plan that protects your beneficiaries and assets, reflects your values, and clearly communicates your wishes. Our estate planning experts are here to address your concerns, streamline the planning process, and offer you the peace of mind that you deserve.*