Meaningful tax planning for investments has become more difficult in recent years due to the difficult to understand tax rules. While these tax rules and rates can change over time, the value of keeping taxes in mind when making your investment decisions does not. The reason? Taxes can minimize your investment returns and potentially jeopardizing your long-term goals.
Our CFS* advisors at Old Hickory Credit Union can provide you with a general understanding of the tax implications of your investments. Please contact us to set up an appointment today to review your current investment strategies.