Geremia Stephen A Investments & Insurance

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(508) 655-9911Visit WebsiteMap & Directions5 N Meadows RdMedfield, MA 02052 Write a Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Medfield with Investment Advisory Service

Walpole (7 miles)
Norwood (9 miles)
Natick (11 miles)
Wellesley (12 miles)
Needham (13 miles)
Dedham (13 miles)
Franklin (14 miles)
Framingham (14 miles)
Needham Heights (14 miles)
Wellesley Hills (14 miles)
Canton (14 miles)

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Extra Phones

TollFree: (800) 908-4490

Location

Medfield Professional Bldg

AKA

Stephen A Geremia Investments

Other Links

https://www.geremiainvestments.com/category/investments

https://www.geremiainvestments.com/welcome

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (508) 655-9911

Address: 5 N Meadows Rd, Medfield, MA 02052

Website: https://www.geremiainvestments.com/category/investments

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Geremia Stephen A Investments & Insurance

Tax Planning
The Intelligent Investor more than 70 years ago, and the principles in his book are still Read More Subscribe to Tax Planning
Charitable Giving
Tax returns. Determining when to purge tax returns usually depends on how long the IRS has to contest a given year’s return. In most cases, it’s a period of three years—assuming tax returns are filed properly and do not contain any knowingly fraudulent information. The time frame can extend up to six years for severely underreported income, and there’s no time limit for the IRS to contest fraudulent returns. The same timing applies to the supporting documentation used in preparing a tax return, so you should also retain the financial and tax documentation—investment statements showing gains or losses and evidence of charitable contributions, for example—pertinent to the corresponding year’s return. If you’re unsure how long you should keep a specific tax return and accompanying paperwork, be sure to check with your accountant. Additionally, the IRS offers some useful information on time limitations that apply to retaining tax returns.
Estate Taxes
Tax Services
Income Tax
9) Adjust your withholding. If you think you may be subject to an estimated tax penalty, consider asking your employer (via Form W-4) to increase your withholding for the remainder of the year to cover the shortfall. The biggest advantage of this is that withholding is considered to be paid evenly throughout the year instead of when the dollars are actually taken from your paycheck. You can also use this strategy to make up for low or missing quarterly estimated tax payments. If you collected unemployment in 2020, remember that any benefits you received are subject to federal income tax. Taxes at the state level vary, and not all states tax unemployment benefits. If you received unemployment benefits and did not have taxes withheld, you may need to plan for owing taxes when you file your 2020 return.
Capital Gains Taxes
The 20 percent capital gains tax rate applies to those with taxable incomes in excess of $441,450 (individual), $496,600 (married filing jointly), $469,050 (head of household), and $248,300 (married filing separately).

Investment Management
Mutual Funds
A. The main reason was that I just don't subscribe to the bigger is better mentality permeating financial companies today. I have been fortunate to witness the investment industry from several sides, having worked for a major brokerage house, a mutual fund company, and a bank. The experience and knowledge I have gained make my approach to investment advice unique. I wanted to combine the best of each firm and found that I could only do that as an independent financial consultant. The feedback from my clients since starting my firm has been overwhelmingly positive.
Bonds
Wealth Management

Accounting Services

Financial Planning
Our philosophy is simple: to provide true personalized financial planning. We operate under the principle that investment performance should factor in risk and taxes. As a result, we always evaluate the tax efficiency and risk associated with every investment.
Retirement Planning
It’s the reason why we specialize in financial and retirement planning with a focus on funds with optimal Environmental, Social and Governance (ESG) outcomes.
Long Term Care
Did you know that the total projected lifetime health care costs (excluding long-term care) for the average 65-year-old couple retiring this year are expected to be $295,000 in today’s dollars? This figure highlights how important it is for you to start planning to manage your health care expenses in retirement.
Charitable Remainder Trusts
A CRT can help you (or your beneficiary) spread the tax liability on the sale of appreciated assets over many years. This may result in paying a lower overall effective tax rate. Let’s look at how this works...
College Funding

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