As the end of the year approaches, we know you are busy with holidays, family, and travel, but it is also a good time to do some last minute tax planning.
As a courtesy, we want to provide you with a few eleventh-hour tax tips you may find useful. Although tax planning is rarely fun, these strategies could help you keep more of your hard earned money. For this reason, we have assembled a special whitepaper.
We encourage you to review it at your earliest convenience.
To access the whitepaper, please click the following link: 2014 Tax Planning
Consult your tax advisor to discuss your financial situation.
SII Investments, Inc.®, member FINRA, SIPC and a Registered Investment Advisor is not affiliated with Bank Midwest and Bank Midwest Wealth Management. Securities and advisory services offered through SII Investments Inc.® are *not insured by the FDIC or any other Federal Government Agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.