Income Tax Planning | True North Financial Advisors, Inc

Boca Raton Financial Planner Explains Wealth Transfer Techniques

Boca Raton Certified Financial Planner® Professional, Stephen Ostrofsky of True North Financial Advisors explains how particular estate planning techniques transfer wealth. The transfer of one’s wealth is a both a selfless and selfish act. Perhaps like no other, being our final act. The wealth we transfer to our heirs can be simple or complex in…

IRS Deadline: Some Boca Raton Investors Must Begin Required Minimum Distribution By April 1 Deadline to Avoid Substantial IRA Penalties

Boca Raton residents who turned 70½ in 2014 must meet the IRS Required Minimum Distribution (RMD) deadline by the April 1st or face a substantial penalty tax. The Required Minimum Distributions imposed by the IRS can be explained by the favorable tax treatment given to qualified retirement plans that “qualify” for a tax deduction when…

True North Financial Advisors Offers Financial Planning Advice in Boca Raton

True North Financial Planning Advisors, launches a financial planning website to promote investor education in financial planning and investment advisory services. True North Financial Advisors founder, Stephen Ostrofsky, CFP®, has 25 years of experience in the financial services industry. Mr. Ostrofsky strongly believes, “most financial advisors’ compensation is structured in a way that is diametrically…

Category Archives: Income Tax Planning

Boca Raton Financial Planner Explains Wealth Transfer Techniques

IRS Deadline: Some Boca Raton Investors Must Begin Required Minimum Distribution By April 1 Deadline to Avoid Substantial IRA Penalties

True North Financial Advisors Offers Financial Planning Advice in Boca Raton

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