What can I do now to minimize the impact of the new investment tax? My wife and I have an adjusted gross income of over the $250,000 and we're wondering if there is anything that we can be doing now to minimize the impact of the 3.8% tax. If we're near that $250,000 threshold would it be wise to funnel any money above it into a retirement plan? Or are there any asset classes where the tax doesn't ... Read More
Skip links
Clear View Wealth Advisors, LLC
For Smarter Money Moves and Better Bottom Lines
Footer
Fee-Only Financial Planner & Money Coach
Steve Stanganelli, CFP®,CRPC®,AEP®
As a CERTIFIED FINANCIAL PLANNER ™ Professional, Steve has been providing financial, tax, retirement and college funding advice for more than 20 years to individuals, families and business owners throughout Greater Boston, the Merrimack Valley and New Hampshire Seacoast.
978-388-0020 Main
617-398-7494 Direct
Mailing Address…
12 Amidon Ave., Amesbury, MA 01913
Meeting Locations…
100 Main St., Ste 13, Amesbury, MA 01913
25 Lowell St., #105, Wilmington, MA 01887
67 S. Bedford St, Ste 400W, Burlington, MA 01803
290 Donald Lynch Boulevard, Suite 102, Marlborough, MA 01752
Hours: Mondays thru Saturdays by Appointment
Free Planning Tools
