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Tax Planning for Locals and Foreigners taxpayers

Making the most out of your money starts with recognizing all the ways taxes can impact your financial future. Whether you’re focused on your own retirement, a loved one’s education, or the best way to pass on your wealth to your heirs, any sound, forward-looking plan to maximize your wealth needs to take into account taxes' bite.Just as the rise and fall of interest rates can ripple throughout your investment and wealth management plans, so too can change in tax policy. Safety Tax Advisor is trained and experienced in crafting wealth management strategies that plan for its impact, keeping you on track with your broader vision.Let's discuss your case! We are sure that our Tax Advisors will help you anticipate the impact of taxes in all areas of your life.

How does the process work?

Tax Planning for Locals and Foreigners taxpayers

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1. Contribute to tax-efficient accounts

Take advantage of tax-efficient retirement accounts for which you're eligible to help reduce current and/or future taxes.

2. Diversify your account types

Using a combination of investment account types lets you mix and match income sources in retirement to help minimize your taxes.

3. Choose tax-efficient investments

Specific investments can carry tax benefits, as well. For instance, income earned from municipal bonds is generally tax-free at the federal level and, in some cases, at the state and local levels, too.

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4. Match investments with the right account type

It's important to make sure you're taking full advantage of tax-efficient investments by holding them in accounts with the appropriate tax treatment. Investing in this way can help ensure that you're realizing all potential tax benefits without increasing your tax liability.

5. Hold investments longer to avoid unnecessary capital gains

Using any investment losses you may have to offset your investment gains each year — a technique called "tax-loss harvesting" — can help reduce your income tax liability. And, if your investment losses exceed your gains, you can use them to offset up to $3,000 of earned income each year as well, with additional losses carried forward to future tax years. For higher-earning investors, a higher long-term capital gains tax rate plus the additional net investment income tax of 3.8% that became effective in 2013 can make "tax-loss harvesting" even more valuable.

6. Harvest losses to offset gains

SAFETY PAYROLL offers you, a variety of customer support options. With some, you have a dedicated support representative assigned to your company. This is your go-to person for any issue that requires a call. Other payroll services just have a general support number that you call for help. Talk to one of our Consultants to see what will be the best option for your company's needs.

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