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.*

*Representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

Other Estate & Tax Planning Resources

Trusts

Provide clarity for your family and help them avoid unnecessary legal challenges.

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TOD/POD Designations

Both POD and TOD agreements offer a quick means of asset disbursement, by avoiding the probate process.

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Special Needs Plans

Care for a loved one with special needs, even after you are no longer with them.

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