Atlantic Financial

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(508) 870-9738Visit WebsiteMap & Directions6 Colonial DrWestborough, MA 01581 Write a Review

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Extra Phones: Phone: (508) 366-3606
Other Link: http://atlanticfinancial.com
Categories: Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (508) 870-9738

Address: 6 Colonial Dr, Westborough, MA 01581

Website: http://atlanticfinancial.com

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Atlantic Financial

Tax Planning
Atlantic Financial offers a variety of investing services that can assist you with your portfolio management of your charitable giving, family legacy, tax planning and long term investing plan.
Charitable Giving
We offer a variety of services that can assist you with the management of your portfolio, your charitable giving, family legacy, tax situation and long term financial plan.
Roth IRA
While a Traditional IRA requires minimum distributions starting on April 1 of the year after you reach 70, there are no minimum required distributions with a Roth IRA.
Tax Deductions
An Individual Retirement Account (IRA) is a retirement savings plan that allows assets to grow tax deferred. Contrary to popular belief, all US citizens with income over $3,000 are eligible to contribute to an IRA. Certain individuals who are not eligible for other retirement plans may receive an income tax deduction for their contribution. Overall IRAs offer tax deferred growth: with the uncertain future of Social Security extra retirement saving makes sense.
Income Tax
Municipal Bonds are a great tax shelter for high tax paying investors. The advantage of this investment is that the income earned on the coupon of most municipal bonds is not subject to federal income taxes. That is why municipal bonds are commonly referred to as "tax-frees" or "tax exempt" bonds. The federal legislation that has conferred this tax exemption is found in section 103(a) of the Internal Revenue Code of 1954. In addition, most states do not tax coupon income from municipal bonds issued within their own borders. Therefore, a New York City Bond owned by a New York City resident is exempt from New York City, New York State and Federal income taxes.
Tax Deferral
Joan could name Beth’s future children as beneficiary(s). Since this is a generation skip, it requires the filing of a gift tax return. Or, Joan could keep the account intact, taking advantage of the continuing tax deferral, and name herself as the beneficiary. She could use the money to pay for that graduate degree she always wanted or she could elect to withdraw the money for her own retirement, paying income and excise taxes on the earnings.

Investment Management
Atlantic Financial has an alliance with a full service municipal bond portfolio management team. These bond portfolio management professionals create and manage individual municipal bond portfolios to meet the specific financial objectives of high-taxed investors and their families. This service is fee-based.
Mutual Funds
Atlantic Financial is proud to offer Fidelity Investments and Fidelity Advisor Mutual Funds, products and services to our clients.
Bonds
Wealth Management
Atlantic Financial strives to provide access to markets, investment and wealth management strategies that reflect the changing face of our global economy. Our clients include institutional investors, family offices, financial advisors, banks, corporations and high net worth individuals

Accounting Services

Financial Planning
It’s time to estimate how large your retirement nest egg will need to be and how much you need to save each month to buy that goal. This Financial Planning step is critical. The vast majority of people never take this step, yet it is very difficult to save adequately for retirement if you don’t at least have a rough idea of how much you need to save every month.
Retirement Planning
When Congress enacted Section 529 of the Internal Revenue Code, it is a sure bet it did not foresee the creative ways education savings plans could be put to use. Advisors with one eye on the code and another on the future are finding a wide variety of estate and retirement planning applications in this code section.
Annuities
You’ll need to build a nest egg sufficient to make up the gap between the total amount of income you will need each year and the amount provided annually by Social Security and any pension income. This nest egg will come from your retirement plan accounts at work, IRAs, annuities, and personal savings.
Asset Management
Please note: Atlantic Financial is not affiliated or partnered with Goldman Sachs or Goldman Sachs Asset Management in any way.
College Funding
529 college savings plans are one of the most important financial and tax developments since the creation of the 401k plan. Section 529 college plans are a tax deferred method of making contributions for college. These plans offer numerous benefits to those who invest and are not just for parents and grandparents. Every investor should know the basics about these exciting plans.
Asset Protection
Atlantic Financial can answer questions about money management, asset protection, general investing and our programs. We do not charge for advice or financial planning. Contact us today...

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