WealthVest Launches 1040 Tax Guide
Investors are turning to professionals for guidance and expertise. WealthVest saw this need and created the 1040 Tax Guide.
BOZEMAN, Mont., April 8, 2019 /PRNewswire-PRWeb/ -- In the ever-changing, complicated tax landscape, investors and financial professionals need resources to develop tax-efficient retirement plans. Investors are turning to professionals for guidance and expertise. WealthVest saw this need and created the 1040 Tax Guide. In 2018, the IRS introduced a simplified 1040 form the size of a postcard; changes were made to shrink 76 lines of information to just 22. Now, the lines cut from the original 1040 are split into schedules. WealthVest's 1040 Tax Guide allows financial professionals to keep track of the new schedules and how line items affect their clients' retirement.
Using this guide, financial professionals can help their clients by:
- Lessening their clients' tax burdens through tax-exempt planning
- Understanding what type of investors their clients are
- Avoiding hidden tax traps though holistic reviews of their tax returns
- Setting future income planning goals and expectations
- Adding value to the advisor/client relationship
WealthVest wholesalers will be able to provide the 1040 Tax Guide to advisors to help create simple, repeatable processes for reviewing taxes. Using this guide will lead to a better understanding of tax- efficient planning between client and advisor.
This launch is part of WealthVest's Elevate Series. WealthVest's goal is to help their partners elevate their businesses to the next level; they pride themselves on offering groundbreaking thought leadership, marketing, and educational materials. With WealthVest Elevate, you can expect bold new ideas, valuable expertise, and proven methods that will help increase your business. As you continually navigate this landscape, we hope that WealthVest Elevate acts as a compass to help you elevate your success.
Download the guide here: https://wealthvest.com/white-papers/tax-guide/
About WealthVest
WealthVest is a financial services firm specializing in the distribution of high-quality fixed and indexed annuity products from top-rated insurance carriers. WealthVest designs, markets, and distributes these essential products throughout the nation and is squarely focused on developing products with the highest consumer value.
WealthVest was founded in 2009 by the former CEO of American Skandia, Wade Dokken, and Lincoln Collins, the former CEO of Hartford Life Limited, Europe. From the beginning, WealthVest has provided financial professionals with thorough coaching, effective face-to-face sales training, marketing collateral, and thought leadership on retirement planning concepts and products of the highest consumer value—offering principal protection and lifetime guaranteed income.
WealthVest's Video Library: https://wealthvest.com/video-library/
SOURCE WealthVest
Share this article