Alan Pepperdine explains the reasons for considering the taxes on investments. “All return on investments can only be measured by accounting for the tax, either the taxes must be accounted for prior to the investment or when receiving the return on investment, taxes are a critical measuring device on any investment,”
Alan Pepperdine suggests that anyone concerned with tax rates increasing over the years, which is most likely the case, consider investing in a non-regulated retirement plan, or Roth IRA. Both of these investments have certain restrictions such as they have to be in existence for at least five years and disbursed when the investor is at least fifty-nine and a half years old. However, when these restrictions are met the investment is free of Federal tax implications. Alan points out there are many different investment opportunities yielding different results. More information is available on the website www.protectingyourdreams.com
More Information about Alan Pepperdine
Alan Pepperdine, has over 22 years of experience solving business and financial challenges for his clients. His expertise has been focused in the areas of Tax and Financial Planning, Asset Protection and Retirement Planning. Alan began his career in California with El Encanto Management company where he quickly climbed the management ladder to become their controller. After moving to Dallas, Alan broadened his experience by working for US Bancorp on special projects for troubled companies seeking financial, management and operational expertise as well as capital. Prior to co-founding Cornerstone Retirement Group, LLC, he was a Partner at Pepperdine & Company, a full service CPA firm specializing in asset protection, taxes, as well as estate and retirement planning. Alan currently uses his expertise to manage Cornerstone Retirement Group, LLC and to fashion safe, secure private retirement plans for his clients. His individually designed retirement plans feature safety, funding through tax savings, tax deferred growth and the ability to provide a retirement income upon which you pay no tax.
Pepperdine Retirement Planning, LLC
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