Brandon Investments Inc

Investment Securities, Financial Planners, Financial Planning Consultants

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72 Years

in Business

Accredited

Business

(901) 324-6600Call Visit WebsiteVisit Website Map & DirectionsDirections5101 Wheelis Dr Ste 112Memphis, TN 38117 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Memphis with Investment Securities

East Memphis (5 miles)
Germantown (8 miles)
Cordova (11 miles)
Ellendale (14 miles)

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Email

BBB Rating

Extra Phones

Fax: (901) 324-5743

Location

Eastgate Shopping Ctr

AKA

Brandon Financial Planning, Inc.

Mount Moriah Investments Inc

Other Links

http://www.brandonplanning.com

https://www.brandonplanning.com

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Categories

Investment Securities, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services

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Details

Phone: (901) 324-6600

Address: 5101 Wheelis Dr Ste 112, Memphis, TN 38117

Website: http://www.brandonplanning.com

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Brandon Investments Inc

Tax Planning
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Estate Taxes
Tax Services
Roth IRA
IRAs are more important than ever in creating a strategic financial plan because that is where Americans save for retirement. After retiring, assets in 401(k) accounts can be managed by you in IRAs. For income tax purposes, they are treated the same as 401(k), 403(b) and other federally-qualified retirement accounts. They grow tax-free only until you withdraw money and withdrawals are taxed at your ordinary income tax rate. However, Roth IRAs are totally tax-free. Even withdrawals are tax-free. Converting a 401(k) to an IRA, converting a traditional IRA to a Roth IRA, and planning how your IRA accounts will be distributed to loved ones or charity upon your demise requires understanding the federal laws on qualified retirement accounts and knowledge of financial economics. The tax advantage of Roth IRAs must be calculated based on your current income, life expectancy, and other factors, and individuals must weight the cost of paying taxes on withdrawal from a traditional IRA or 401(k) to place assets in a Roth IRA and get tax-free income for life as well as estate tax benefits to heirs.
Income Tax

Investment Management
Wealth Management
Slick TV ads often make financial planning and wealth management sound simple, but itâ€™s usually not. Managing wealth requires knowing a lot about highly technical topics, like taxes, government regulations, and finance as well as history, psychology and how to communicate with loved ones about sensitive issues. This article highlights some of the knowledge needed to manage wealth and why itâ€™s often so daunting without the help of an independent personal financial advisor who is familiar with your situation.

Accounting Services

Financial Planning
At the affiliated companies of Brandon Financial Planning, Inc., Brandon Investments, Inc., and Brandon Underwriting Specialists, Inc., we are committed to safeguarding the privacy of our clients. While we collect information from and about you in providing certain products and services, we want you to know that we strive to maintain the confidentiality of the personal information we have. To help you understand how we protect your personal information, this short notice provides an overview of our current privacy policy and practices.
Retirement Planning
Long Term Care
Asset Management
We can help you build your wealth, through a combination of wise investing, teaching the principles of responsible asset management and improving productivity.

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