Wealth Pinnacle Inc.
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Tax-efficient Investing
Independent Advice. Personal Service.
Registered Investment Adviser
There are many different ways to reduce your taxes or avoid some of them all together. One of the best
ways for investors in high tax brackets to avoid taxes and dramatically increase their after-tax returns, is
to invest in municipal bonds. Wealth Pinnacle's fixed-income portfolio managers have a great deal of
expertise investing in municipal bonds. We will customize a portfolio that's right for you.
MUNICIPAL BONDS are one of the few remaining tax breaks available to investors. In today's market,
few investments offer such an appealing combination of tax-free returns, relative safety, and
convenience. Municipal bonds are debt securities issued by state and local governments and their
agencies. The interest they pay is free from federal taxation and sometimes state and local taxes. Most
municipal bonds pay interest semi-annually and promise to return your principal when they mature. They
can be an attractive investment choice for investors in higher tax brackets, since after-tax yields may be
greater than yields on taxable investments. We can construct a municipal bond portfolio just for you.
Benefits of Municipal Bonds:
Tax-free income
Interest income is exempt from federal income tax, and if the bonds are from your home state, interest
may also be exempt from state and local taxes. Would you benefit from tax-free income?
Dependable income
Most municipal bonds pay interest twice a year, so you know exactly how much to expect and when you'll
receive it. This will give you the peace of mind of having reliable, steady, tax-free income.
Preservation of capital
Issuers promise to repay the full face value upon maturity. By holding municipal bonds to maturity, you
limit the risk to your principal and increase your confidence in your investments.
Consult with your tax advisor concerning your particular situation. You may receive more or less than
your original investment when selling a fixed-income security. The value will depend on its market price
in the secondary market. Income may be subject to the alternative minimum tax (AMT).
ways for investors in high tax brackets to avoid taxes and dramatically increase their after-tax returns, is
to invest in municipal bonds. Wealth Pinnacle's fixed-income portfolio managers have a great deal of
expertise investing in municipal bonds. We will customize a portfolio that's right for you.
MUNICIPAL BONDS are one of the few remaining tax breaks available to investors. In today's market,
few investments offer such an appealing combination of tax-free returns, relative safety, and
convenience. Municipal bonds are debt securities issued by state and local governments and their
agencies. The interest they pay is free from federal taxation and sometimes state and local taxes. Most
municipal bonds pay interest semi-annually and promise to return your principal when they mature. They
can be an attractive investment choice for investors in higher tax brackets, since after-tax yields may be
greater than yields on taxable investments. We can construct a municipal bond portfolio just for you.
Benefits of Municipal Bonds:
Tax-free income
Interest income is exempt from federal income tax, and if the bonds are from your home state, interest
may also be exempt from state and local taxes. Would you benefit from tax-free income?
Dependable income
Most municipal bonds pay interest twice a year, so you know exactly how much to expect and when you'll
receive it. This will give you the peace of mind of having reliable, steady, tax-free income.
Preservation of capital
Issuers promise to repay the full face value upon maturity. By holding municipal bonds to maturity, you
limit the risk to your principal and increase your confidence in your investments.
Consult with your tax advisor concerning your particular situation. You may receive more or less than
your original investment when selling a fixed-income security. The value will depend on its market price
in the secondary market. Income may be subject to the alternative minimum tax (AMT).
Neither Wealth Pinnacle, Inc. nor its representatives provide tax or legal advice. Consult with your tax adviser or attorney regarding specific issues.
Fixed-income investments are subject to various risks including changes in interest rates, credit quality, market valuations, liquidity, prepayments, early
redemption, corporate events, tax ramifications and other factors. Investors should consider carefully information contained in the prospectus, including
investment objectives, risks, charges and expenses. Please read the prospectus carefully before investing.
Fixed-income investments are subject to various risks including changes in interest rates, credit quality, market valuations, liquidity, prepayments, early
redemption, corporate events, tax ramifications and other factors. Investors should consider carefully information contained in the prospectus, including
investment objectives, risks, charges and expenses. Please read the prospectus carefully before investing.
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Phone: (310) 383-5341
Phone: (310) 383-5341