Win Team

 

WIN-TEAM is a Tax and Financial Service Firm that boasts one of the most respected reputations in all of Southern California.  WIN-TEAM strives to separate itself from other firms with its versatility in dealing with the needs of its clients with whatever financial decisions they are faced with.  Clients do not get the expertise and service of an advisor when they come to WIN-TEAM; they get the collective attention of each and every associate and staff member – a WINning TEAM to guide them through their retirement.

 

WIN-TEAM offers specially tailored services to each individual in preparing for their golden years through detailed investment and tax planning.  With the diverse range of experience the firm offers, issues from real estate transactions to corporate mergers can be handled without hesitation.  All types of clients are welcomed with open arms, but WIN-TEAM prides itself in striving to aid the diligent blue-collar client who looks to achieve financial security after a lifetime of hard work.  With our customized asset allocation strategies combined with choosing investment products of the highest regard, we believe we give our clients the greater peace of mind they seek in placing their livelihood with us.

 

Tax services are not affiliated with nor endorsed by First Allied Securities.

Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

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