Fielder Financial Management

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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Tomorrow: 9:00 am - 5:00 pm

28 Years

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(818) 637-5555Call Visit WebsiteVisit Website Map & DirectionsDirections600 W BroadwayGlendale, CA 91204 Write a ReviewWrite Review

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Regular Hours

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

Places Near Glendale with Financial Planning Consultants

Burbank (5 miles)
North Hollywood (11 miles)
West Hollywood (11 miles)
Los Angeles (11 miles)
South Pasadena (11 miles)
Pasadena (11 miles)
Studio City (12 miles)
Sun Valley (12 miles)
Alhambra (14 miles)
Beverly Hills (15 miles)

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Neighborhoods: Vineyard, Moorpark
AKA: Mark Fielder Financial Plnning
Other Link: http://www.fielderfinancial.com
Categories: Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (818) 637-5555

Address: 600 W Broadway, Glendale, CA 91204

Website: http://www.fielderfinancial.com

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Fielder Financial Management

Charitable Giving
Estate Taxes
Roth IRA
Tax Deductions
Capital Gains Bypass Trust - This strategy can eliminate capital gains taxes on highly appreciated assets (like stocks, real estate, etc), provide a substantial tax deduction and can potentially increase your retirement income for life. It is generally recommended that you use the Tax-Free Inheritance Trust (insurance trust) in tandem to avoid "disinheriting" your children and grandchildren.
Income Tax
Withdrawals are subject to income taxes when you decide to spend the money, but at least you'll potentially save the 10-39.6% you normally give up while the assets are accumulating. Over a long period of time (10 years or more), this savings can be substantial.
Tax Deferral
All told, you enjoy the potential advantages of long term equity type investing, the potential for inflation-beating returns, 100% tax deferral and superior principal protection.
Capital Gains Taxes
Since the 1997 TRA was enacted (and with it the modification of capital gains tax treatment) funds which have a low portfolio turnover ratio, such as index funds or "tax managed" funds can potentially reduce your annual tax bite. However, to qualify for the lower tax treatment retail funds sold after July 28, 1997 must have been held for 18 months or longer.

Investment Management
The ability to harness professional investment management services at low enrollment minimums (many plans only require you to open an account for a minimum of $500);
Mutual Funds
Mutual Funds have become one of the more popular methods of investing, especially the past 40 years. Their growth in popularity can be attributed to several items, but namely the fact that mutual funds are a diversified investment.
Bonds

Financial Planning
Estate Planning I / Estate Planning II / Guide to Interest-sensitive Life Products / Mutual Funds & Financial Planning / Needs Analysis / Retirement Planning II / California Long-Term Care
Retirement Planning
Tax deferred compounding can make a difference in your retirement planning, especially if you have a time horizon of 10 years or more.
Annuities
Most investors who purchase annuities are doing so for future income benefits. However, for those who are in need of income right away the Immediate Annuity (IA) can be a great solution, especially if you 'ladder' your annuitization schedules.
Long Term Care
Asset Management
For those less adept at choosing the right sub-accounts, most VA's will offer Target Retirement Date (fully managed accounts) or asset allocation type accounts at no extra charge.
Living Trusts
Living Trust - Avoids probate and can save your heirs significant money. Also avoids time delays and publicity associated with the probate process. If drafted correctly, it allows estate owners to maximize unified credit. Unfortunately, it does nothing to help offset estate taxes.
Gifting Strategies
Gifting Strategies - Maximize present interest gift allowances of up to $13,000 per year, per person and to leverage the one time, lifetime then available estate tax exemption. Comprehensive gifting strategies allow you to preserve a lifetime's work and pass more of your hard-earned assets to your heirs. They can enjoy it now, or you can set it up for their future.
College Funding
Let's face it, no one likes to receive emails that are of no interest. For example, you might have an ongoing or general interest in IRA Investing, Executive Benefit Plans, Estate Planning, Tax Laws, College Funding, etc., etc.
Asset Protection
Family Limited Partnership - A Family Limited Partnership can be used to provide asset protection and reduce or eliminate potential estate taxation. Great for family-owned businesses, large real estate holdings. IRS has granted dramatic tax value discount allowances in the past, but our Washington sources indicate FLP may have a very short shelf life. FLP's have other disadvantages and risks. Consult your tax advisor.

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