Follow Us x
.png)
Discover Tax-Free Income to Maximize Your Profits
Speak to us about proven tax advantaged strategies
Have you considered how much money you're losing through poor tax management? Tax advantaged solutions should be an integral part of your financial strategy. Contact the experts at Eves & Haines Wealth Management to start investing your money more efficiently.
Often investors don't realize the impact taxes have on your net return. Call 970-616-0727 today to increase your yields by significant percentages with tax advantaged strategies.
Innovative tax solutions that work
Eves & Haines Wealth Management takes several different approaches for tax-free income and deductions. Hire a financial advisor to implement:
- Municipal bonds-individual bonds are almost always tax exempt. Bonds issued from an entity in your state will also produce income that is free of state taxes.
- Tax deductions-offset capital gains without needing to sell securities. Take full tax deductions into consideration with your investments.
- Exchange traded funds-ETFs are considered passively managed and are not subject to capital gains when shareholders redeem shares.
Incorporate multiple strategies to lower your tax burden. Contact us today to schedule a complimentary consultation with Eves & Haines Wealth Management.
Tax advantaged solutions should be an integral part of your financial strategy
Often investors only focus on return and don't realize the impact taxes have on your net return.
Below are examples that clearly indicate this point.
| Federal Tax Bracket | Tax Advantaged Investment Return | Federal Tax-Free Equivalent Yield | Plus Colorado Tax-Free |
| 28% | 5% | 6.94% | 7.42% |
| 39.6% | 5% | 8.28% | 8.97% |
You can see that even in a moderate tax bracket of 28%, you could be investing in the safest type of investments at 5% and increase your yield by 48% (5% to 7.42%).
In the highest tax bracket, the increase in return is nearly an 80% increase (5% to 8.97%).
