|Tax Smart Strategies**
You can discuss your personal circumstances with a Citadel Financial Advisor, licensed through our broker dealer CUSO Financial Services, L.P. (CFS)*. Our Advisors help by reviewing your portfolio for after-tax-returns and by assisting in
passing assets to your heirs as tax efficiently as possible.
Read more about Tax Strategy:
- Tax Planning for Income
- Strategies to Defer Taxes
- Understanding Personal Tax Credits
Schedule a complimentary consultation today or find a CFS* Advisor near you.
**IMPORTANT DISCLOSURE: Tax laws are complex and subject to change. This information is based upon current federal tax rules in effect at the time it was written. CUSO Financial, L.P. (CFS) and its Registered
Representatives do not provide tax or legal advise, and do not, by providing you this information, hold themselves to be 'fiduciaries' of your tax-deferred plans. Clients should always check with their tax or legal advisor before engaging in any transaction
involving IRAs or other tax-advantaged investments.