Taxes & Social Security

Reducing Taxes | The Tax Triangle

Do you want to reduce your taxes? There are three types of investment accounts that you should have. In our latest Facebook Live, Tom explains what he calls the Tax Triangle and strategies that you can use to reduce taxes now and in retirement.

What’s Next: End of Year Planning

Are you ready for the end of the year? What tax strategies do you need to take advantage of now?

What’s Next: Social Security

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know?

Restricted Stock Units

Want to learn more about your Restricted Stock Units? We will explain what RSUs are and the ways that they can be used as a part of your wealth management strategy.

Last Minute Tax Tips

Many of us only think about taxes one time a year, in April (or whenever you file) but creating a year round tax strategy could benefit you now and in the future.

DISCLAIMER: This presentation is prepared and circulated for informational purposes only and is not intended to provide specific investment advice or recommendations to any particular recipient. This presentation is not an advertisement and is not to be reproduced or redistributed to any other person without the prior consent of Pinnacle Wealth Management.  This presentation is neither an offer to sell nor a solicitation of any offer to buy any securities, investment product or investment advisory services. The information presented is subject to a more complete and comprehensive client description and does not contain all of the information necessary to make an investment decision, including, but not limited to, the risks, fees, and investment strategies. References in this presentation made to various financial indices are for illustrative purposes only.  In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Pinnacle Wealth Management shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them.