* 人的一生两件事情无可避免：税和死亡，解决好税的问题，能够帮助您活得久一点，人生会更完美一点.
温馨提示：我们是专业的理财规划师,帮你设立有省税好处的理财计划，没有提供任何税的服务, 有关这方面的需求, 请联系专业的会计师.
* You EARN Income , You have to pay
Income TAX 收入, 投资所得, 房子租金, 利息,
等要交税
* You SPEND It , You have to pay Sales TAX 消费， 买东西.....要付税
* You SAVE It in Bank , You have to pay Interest TAX 在银行定期存款 利息.要交税
* You DIE , You have to pay
inheritance TAX
遗产税, 要交很多税(<=40%)
* 如何在尽自己的义务和责任交税后，能够合法的省税， 这个应该是我们要慎重考虑的事情，先来了解一下， 有那些投资理财计划有税的好处?
* Taxation: Potentially, the Most Powerful Challenge Facing Your Investments.
|
Financial Products
金融计划
|
Tax Deductible
抵税
|
Tax Deferred
缓税
|
Tax Advantage
Access
用钱不交税
|
Invest Flexible
投资灵活
|
When Can I use
什么时候可用
|
| Yes | Yes | No | maybe Yes | After 59 1/2 | |
| Yes | Yes | No | Yes | After 59 1/2 | |
| No | Yes | Yes | Yes |
After 59 1/2 ,
before 72
|
|
| Yes | Yes | No | maybe Yes | After 59 1/2 | |
| Yes | Yes | No | maybe Yes | After 59 1/2 | |
| No | Yes | No | Yes | After 59 1/2 | |
|
Life Insurance (IUL)
|
Yes or No
depend
|
Yes | Yes | Yes |
After 2nd
policy year
|
|
CD in Bank |
No | No | No | No | Depend |
|
Mutual Fund, Stock,
Option, Future
|
No | No | No | Yes | Anytime |
|
Business Income
|
No | No | No | Yes | Anytime |
我们可以根据你的财务情况设计规划最适合你的金融计划，具体请电话咨询：347 463 1856