Tax-advantaged investing

Taxes. When you’re saving for retirement or college expenses, it is vitally important to use tax-advantaged solutions, but the sheer number of choices can be overwhelming. Is your company-sponsored 401(k) enough? Should you invest in municipal bonds? A SEP IRA or a Roth? An annuity? Bear in mind the decisions that were right for you at one point in your career may have changed dramatically over time and income levels. And if you’re self-employed, own a business, or are highly compensated, you have additional considerations. At Winslow, our experts offer a deep level of experience and knowledge. So whether you want to consult with our fixed-income or insurance experts, or meet with an advisor to create a financial plan, contact us at Winslow.

 

We offer a variety of tax-advantaged solutions:

  • Educational Savings Plans
    •  529 Plans
  • Fixed Income
    • Municipal Bonds
  • Insurance
    • Annuities
  • Retirement Savings Plans
    • 401(k)
    • Self-employed 401(k)
    • 403(b)
    • Roth IRA
    • SEP IRA
    • Simple IRA
    • Traditional IRA