The Tax Management Triangle

Don’t you wish that you had a crystal ball to know that the tax rates will be 20 years from now? In 1970, the top tax marginal tax rate was at 70%. In 1980, the top marginal tax rate was still at 70%. In 1990, the top marginal tax rate hit a historical low of 28%. In 2000, that top marginal tax rate had moved back up to 39.6%. In 2010, the top marginal tax rate settled at 35%. (source: taxfoundation.org). With all the uncertanity going on with our debt & taxes, how can you best plan your finances for the certainty of uncertainty when it comes to income taxes? Over the years, we’ve adoped a tax tringle methodolgy around taxes and investing. This allows an aindividual investor or business owner to think about where they place their investments and tax strategy upon the accumulation and distribution phase. Click the bold link below to read the 3 sides of the triangle

The Tax Management Triangle

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