Tax Minimization

While very few investments avoid taxes altogether, many allow you to defer paying them until retirement – when you may be in a lower tax bracket.
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Tax Minimization Strategies

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

Investing in or purchasing a tax-deferred vehicle means your money can compound interest for years, free from income taxes, potentially allowing it to earn interest at a faster rate. Few financial vehicles avoid taxes altogether. Insurance products only allow you to defer paying them until retirement — when you may be in a lower tax bracket.

Please note that withdrawals will reduce the contract value and the value of any protection benefits. Additional withdrawals taken within the contract withdrawal charge schedule will be subject to a withdrawal charge. All withdrawals are subject to ordinary income tax and, if taken prior to age 59½, may be subject to a 10 percent additional federal tax.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@keystonewealthpartners.com or call us at 480-782-1034 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Is Your Financial Professional a Good Fit for You?

Your financial future is too important to leave to chance. That’s why it’s a good idea to assess just how experienced your current financial professional is — and whether that person is working in your best interest.

To learn about seven things you should consider when choosing a financial advisor, fill in the fields below to download our “It’s All About the Right Fit: 7 Questions to Ask Your Financial Professional,” a one-sheet guide that can help you decide if your financial professional is right for you.

By submitting your information, you may be contacted regarding the use of investments and insurance products in your financial strategy.

At Keystone Wealth Partners, we provide advice on the following:

(Click the images below to learn more about each service)

Annuities

Wealth Accumulation

Asset Protection

Life Insurance

Retirement Income Strategies

Tax Minimization Strategies

Long Term Care

IRA & 401(k) Rollovers

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Schedule your personalized 1-page Retirement Map Review today!

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Keystone Wealth Partners, LLC acquired the Arizona branch of Warren & Hagensen Wealth Management, Inc. in 2014.

Keystone Wealth Partners is a Registered Investment Advisory Firm. Keystone Wealth Partners and Keystone Law Firm are separate entities and must be engaged independently