Tax-Favored Investments

...include municipal bonds, annuities, and various qualified retirement plans and IRAs, as well as the 529 college savings plans.

Municipal bonds are issued by states and cities and other municipal entities such as school districts, water districts, hospitals, or colleges. The interest paid is income tax-free at the federal level and at the state level if issued by a municipality in the investor's resident state. For example, Massachusetts municipal bonds are double tax-free to residents of Massachusetts, but only federally tax-free for New York residents.

Retirement plans include IRAs, SEP-IRAs, SIMPLE Plan IRAs, 401(k) plans, 403(b) tax sheltered plans (for employees of non-profit employers), pensions, and profit-sharing plans. Contact us for more detailed information.

BRIMMER FINANCIAL
rbrimmer@nationalsecurities.com
P.O. Box 2806 - 19 Brewster Cross Road - Orleans, MA 02653
tel. 508-240-0320 fax 508-240-2309 toll free 800-237-9322
Disclosure · Privacy

Securities offered through National Securities Corporation, Member NASD / SIPC
Investment Advisory Services offered through National Asset management, Inc., a Registered Investment Adviser
Accounts carried by National Financial Services LLC, Member NYSE / SIPC