5 Key Things To Learn From Your Tax Return

 

If you’re like so many Americans, you’ve recently spent time filing taxes and taking a closer look at your finances than maybe you have in quite some time…

So why not seize the opportunity to take a look at this Signature Wealth Strategies video that breaks down a Money Magazine list of Five Key Things That You Can Learn from Your Tax Return.

The tips include looking at the interest on your investments to see what could help your situation, assessing how and where you keep your money for the most desirable kinds of returns and looking at your current tax burdens.

We’ll also tell you about the benefits of working with a professional on financial issues and how taking a realistic look at retirement savings and debt expenses can help significantly in the long run.

Tax time is never “fun” but at least you can make the best out of the situation and hopefully put yourself in an even better position when “Uncle Sam” comes calling at the same time next year.

– Chip

Money Magazine Article: Tax Return Lessons

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*Any opinions are those of Chip Munn and not necessarily those of Raymond James.  Investing always involves risk and you may incur a profit or a loss.  No investment strategy can guarantee success.  Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC and Signature Wealth Strategies is independent of Raymond James Financial Services, Inc. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Chip Munn and not necessarily those of Raymond James. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. You should discuss any tax or legal matters with the appropriate professional. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Investors should consider the investment objectives, risks, and charges and expenses of exchange-traded funds carefully before investing. The prospectus contains this and other information about mutual funds and exchange -traded funds. The prospectus is available from your financial advisor and should be read carefully before investing.

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About Chip Munn

Managing Partner, SWS Senior Wealth Advisor, RJFS Chip is a Magna Cum Laude graduate of Clemson University, where he earned a degree in education and was selected as an Academic All American by USA Today. He began his career in finance as a financial consultant with Wheat First Union in 1998. He specializes in retirement and education planning and the transfer of wealth among generations. In 2015, Chip was ranked among the top 10 regional advisors under the age of 40 by On Wall Street magazine. This list, comprised of advisors from regional brokerage firms, recognizes advisors whose practices are the best in their field nationally.  Chip lives in Florence with his family. His community service credentials include secretary of the McLeod Foundation Board and a member of the Florence Downtown Development Board.  He has also held as past board positions with the Florence Family YMCA and The School Foundation. Follow Chip on LinkedIn.

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