Broker Check

Tax Planning

Client Centered

Michael and Jennifer are in their mid-thirties and they are both aggressively climbing the corporate ladder with their respective employers in Uptown Charlotte. They came to FairWay Financial recently to better understand how they could use their strong cash flow to create liquid investments.

They were both making the maximum contribution to their employers retirement plans and did not realize they could also contribute to other types of accounts.

Although we do not provide specific tax advice, we were able to explain how different types of investment accounts operate and how withdrawal strategies can be a minefield of penalties and headaches if not structured properly.

It is important for any investor to understand all available options and how each type of account can affect retirement income in the future.

*FairWay Financial does not provide specific tax advice
This is a hypothetical example of how Fairway Financial interacts with the community.

This is a fictitious creation by the author to demonstrate our services. None of the names or images belong to actual clients, accounts or relationships.

Have a Question?

Thank you!