561-747-0455 or 888-747-0455

 

Now, more than ever, people need lifetime income to replace the loss of traditional pension plans, the uncertainty of the Financial Markets, Social Security and Employer Sponsored Retirement Plans.

Are you looking for a guaranteed stream of income, tax reduction strategies or a new unbiased look at your portfolio?

Lee Wealth Solutions (LWS) is a full service financial planning firm headquartered in Palm Beach Gardens, Florida serving clients throughout the states of Florida, Georgia, North Carolina,  Arizona, Vermont, Michigan, Minnesota and California. 

Emphasis and assistance in the following areas: Minimization of Taxes, Asset Protection Strategies, Professional Money Management, Wealth and Estate Planning Strategies, Divorce Planning and Settlements, Life Insurance and Long Term Care, Business Succession Planning, SEP, 401(k), IRA, Retirement Income, Inheritance Planning, Rollovers/Transfers from employer sponsored plans such as DROP, FRS, 403(b), 457, Pension Plans.

 

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Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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Newsletters

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

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