Part one of a three part series. In this meeting we will evaluate the power of tax deferral. Tax-deferred investing may significantly increase the value of your retirement assets over time and may provide more retirement income in the future. We will compare the accumulation and distribution values of a taxable and a tax-deferred account. Did you know there are ways to mimic the current asset allocation in your managed account but have tax deferral as an option? We encourage you to bring your most recent brokerage statement and allow South Coast to show you how maximize tax efficiency in 2015. (Topic: Tax Deferral).
January 28, 2015