Tax Strategies

No matter how good the return on your investments is, that return is only as valuable as the amount you are able to keep, after taxes.  For this reason, Atlantic Financial focuses on helping our clients take advantage of the latest tax strategies and tax savings strategies.

For more information, please watch this short tax video.

The Reality of the Tax Bite - Do you know the historical rate of taxes?

Do you know what your tax bracket will look like in 10 years?

While most investors realize that the highest tax bracket has been over 50% many times in history, today many investors forget that historically the rate has been over 70% many times in American history.  For two years (1943 and 1944) the top tax bracket rate actually topped 90 percent.

There are several factors that could contribute to increased taxes over the coming years as the huge generation of baby boomers retires:

• retirees typically earn less income and therefore pay less in taxes - leaving less of a tax base for the government to work with

• retirees draw from the system in the form of Medicaid, Medicare, Social Security and unfortunately for many retirees, welfare - causing an increase in expenses

• the next generation behind the baby boomers, Generation X, only has a small number of members - causing the government to have less citizens to tax

• retirees typically spend less than when they are working - this causes a decrease in consumer spending and is harmful to the economy

Financial Planning and Investment Services

Atlantic Financial has been serving clients since 1994.  Atlantic Financial enjoys a solid reputation for service, selection and value. We can review your wealth management plan, assist with your or 401k / IRA Rollover and assist you with global wealth management.