Available for Interviews: Mario Payne, CFP
Mario Payne is a Certified Personal Planner and is the Founder of TOAMS Financial in Jacksonville. Mario brings over 15 years of investment experience to his business. He is also the author of the forthcoming book, The RELAX Investor: Conquering Fear & Investing Through Self-Discover.
What Mario Payne could say on
How to Take Advantage of Tax Opportunities:
1. Maximize Tax-Advantaged Accounts. Contributing to tax-advantaged retirement accounts like 401(k)s, Roth IRAs, and traditional IRAs can provide substantial tax savings. Not only do these accounts allow your investments to grow tax-free, but contributions may be tax deductible, depending on the type of account and your income level.
Continue reading “5 Biggest Money (Tax) Moves You Need to Know”