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Address

77 Water Street, 8th floor New York, NY 10005

Contact

Phone: 212 390 8918
Fax: 212 390 8913

E-mail

info@larreawealth.com

77 Water Street, 8th floor New York, NY 10005

Address

Phone: 212 390 8918
Fax: 212 390 8913

Contact

info@larreawealth.com

E-mail
Tax-Free Insurance Upgrades

Tax-Free Insurance Upgrades

How Can I Upgrade My Insurance — Tax-Free? Responding to the changing needs of consumers, the life insurance industry has developed some alternatives that go much further in satisfying a variety of financial needs and objectives than some of the more traditional types...
Mutual Fund Profits

Mutual Fund Profits

How Can I Keep More of My Mutual Fund Profits? Provisions in the tax code allow you to pay lower capital gains taxes on the sale of assets held more than one year. Short-term gains — those resulting from the sale of assets held for one year or less — are taxed as...
Tax-Free Investments

Tax-Free Investments

Is There Such a Thing as a Tax-Free Investment? The simple answer to this question is “yes.” There are two main types: (1) municipal bonds and municipal bond mutual funds and (2) tax-free money market funds. Municipal bonds are issued by state and local governments in...
Tax-Advantaged Alternatives

Tax-Advantaged Alternatives

What Tax-Advantaged Alternatives Do I Have? A strong savings program is essential for any sound financial strategy. We take Benjamin Franklin’s saying to heart, “A penny saved is a penny earned,” and we save our spare cash in savings accounts and certificates of...
Tax Deductions

Tax Deductions

What tax deductions are still available to me? Tax reform measures are enacted frequently by Congress, which makes it hard for U.S. taxpayers to know which deductions are currently available to help lower their tax liability. Taxpayers may be able to take deductions...