Agent Resources > Services > Tax Strategies

 

 

While most tax preparers are solely focused on this years’ taxes, At AHF we plan for all years ahead and point out important long-term strategies working within the true unique type of money (after tax, Roth, and pre-tax). While we don’t give specific tax advice or prepare taxes we recognize the importance of incorporating tax planning for more efficiencies throughout your working and retirement years. We often work directly with your trusted CPA or tax preparer to identify current and future ideas that could make a meaningful impact now and in the future.

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*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.   American Heritage Financial, LLC may conduct life insurance and securities business in Florida and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.   Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, American Heritage Financial, LLC, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.  
Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company.  
Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.
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