Tax Credits


Tax Credits - for those who qualify

Course Description:  Tax Credits are a long-term tax reduction tool many people and corporations choose for lowering their taxes while using the tax savings to help in achieving financial goals.

Are Tax Credits appropriate for you?

  • Have you complained about the money you pay in taxes?
  • Do you expect to continue paying taxes for the next 10 years?
  • Have you considered other tax-sensitive investments such as annuities or municipal bonds?
  • Are you following a plan to achieve your financial goals?

If you answered Yes to any of the above, Tax Credits may be a way to make your portfolio more powerful by freeing up money for investments that otherwise would have gone to paying taxes.  Contact us for more information.