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Ideal Life Financial Advisors - Folsom, CA

2240 East Bidwell Street, Suite 110, Folsom, CA 95630   |   (916) 235-4646

 

Tax Planning

They say two things will never change, death and taxes. But there are ways to minimize your tax burden from year-to-year. Let us help you identify areas for reduction and eliminate any April surprises. We can help:

  • Eliminate tax surprises
  • Minimize tax liabilities
  • Developing a tax strategy
  • Assess tax-advantaged income

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?