The Tax Cuts and Jobs Act of 2017 reduces tax rates on individuals and increases the standard deduction among other changes. Successful Portfolios is pleased to present our popular fact sheet, Key Financial Data for 2019. This handy and concise tax reference covers many items affecting your finances, including:
A must-read financial planning checklist of twenty-two tax-saving tips and tricks for investors seeking tax alpha.
Successful Portfolios is pleased to offer our Key Financial Data Fact Sheet for 2017, available here as a free PDF download. This handy fact sheet includes tax tables and retirement account contribution limits.
Stock and Bond Benchmark Indices 10-Years Thru December 2016. Includes Sectors and Factors. Download now.
Successful Portfolios is pleased to offer our Key Financial Data for 2015 Fact Sheet, available here as a free download pdf. This handy fact sheet includes tax tables and retirement account contribution limits. Be sure to check back for updates as they become available. Please call Successful Portfolios at (727) 744-3614 if you have any questions.
Unlike ETFs, Closed End Funds generally have no preset process or mechanism for creation and redemption of shares. Instead, when an investor wants to buy or sell he must do so in the open market. As a result CEFs often trade at a discount to net asset value. A substantial discount can represent a favorable opportunity to invest.
At Successful Portfolios, we follow more than 250 different municipal bond Exchange Traded Funds (ETFs). Many yield over 6% tax-free and pay monthly dividends.