Relationship Management | Webb Investment Services

{ RELATIONSHIP MANAGEMENT }

What is Relationship Management?

Your financial situation is multifaceted, and your financial team should be too. Working with a team allows you to have the best solutions for your unique situation. At Webb Investment Services, we have found that you will be best served when you have a Brain Trust of professionals surrounding you. Because we are a high-touch firm, we work in partnership with your network of legal, insurance, and tax professionals, or a team we help you build. We will find the best solutions for implementing all components of your individual wealth management plan.

Brain Trust

FAQs

There are four benefits of having a coordinated approach:

Tax Impact of Investments
When building and managing your investment portfolio, there are several important tax issues to consider, including Alternative Minimum Tax (AMT), Roth Conversions, tax loss selling opportunities, and Social Security Tax. Likewise, investment income can impact the taxation of your social security benefits. By weighing the tax ramifications of potential investments, you can minimize your tax liability.
Estate Planning
Where your assets are located, meaning if they are in a taxable account, IRA, 401k or even an annuity can impact how you might want to spend them in retirement and which ones are passed along to your loved ones, or charities. We work with your estate attorney to determine the most efficient location for your assets.
Real Estate Decisions
When contemplating a real estate purchase or rental, there are several tax implications to consider. Taxable income generated from your investment portfolio can be leveraged, along with deductions such as mortgage interest and real estate taxes, to support your real estate decisions.
Required Minimum Distributions
For anyone with an IRA, SIMPLE IRA, SEP or 401(k), the IRS generally requires you to start taking required minimum distributions (RMDs) annually at age 73. Your financial advisor and CPA can help you strategically determine when to start taking RMDs based on your expected income in order to minimize tax impact.

{ Contact Us To Learn More }

Any opinions are those of Laura Webb and Faith Doyle and not necessarily those of Raymond James. This material is being provided for informational purposes only and is not a complete description, nor is it a recommendation.

Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website of the collection or use of information regarding any website users and/or members.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.