Making Your Tax Bracket Work

Take a close look at your 1040 form. Pay particular attention to lines 8a and 9a—which show your income from interest and dividends.

If you’re simply reinvesting this money, you may want to consider moving it to investments that have the potential to grow tax-deferred.

Check out this video it can show you how you may end up saving money that’s taxed at your highest marginal tax rate. Please give me a call if you have any questions.

Best Regards,
Suzanne Christian

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Suzanne H. Christian, CFP ®
LPL Branch Manager

phone 909.625.1052


External Links: FINRA | SIPC