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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.
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 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.

For specific tax advice please consult a qualified tax professional.
 


Check the background of this financial professional on FINRA's BrokerCheck.