Create Your Tax-Efficient Strategy

At Logix Financial Services, we understand that every dollar counts. By planning for tax efficiency, you can better position your savings and keep more of your income where it belongs—in your pocket. Here's how you can create a tax-efficient plan tailored to your needs:

Understand Your Tax Situation
Know your tax bracket and income level to spot savings opportunities and avoid overpaying.
Use Tax-Advantaged Accounts
Maximize contributions to IRAs, 401(k)s, and HSAs to lower taxable income and seek to grow your money tax-free or tax-deferred.
Invest with Tax Efficiency in Mind
Consider tax-beneficial investment to reduce taxable events and boost savings.
Manage Your Retirement Withdrawals Wisely
Time your withdrawals to avoid higher tax brackets and extend your savings.
Business Money Market Accounts

Smart Moves for Tax Efficiency

Logix Financial Services helps you prioritize savings through tax-efficient planning. Understand your tax situation, utilize tax-advantaged accounts, and invest wisely. Take advantage of tax credits and deductions, and adjust your strategy for life changes. Regularly review your plan to keep more of your income for the future!

Understanding the Financial Life Stages

This is the phase where you focus on growing your wealth for the future. Whether you're in your 20s, just starting, or in your 40s planning ahead, it’s all about smart investments that set the foundation for financial freedom.

As retirement draws near, the priority shifts from aggressive growth to safeguarding your wealth, typically within the ages of 50 to 65. It’s time to safeguard your nest egg while ensuring steady growth, balancing risk and reward for long-term security.

Once you retire, it’s time to reap the benefits of all your hard work, typically around the age of 65. Turn your accumulated wealth into a reliable income stream, ensuring you can live comfortably throughout retirement.

Discover More

BrokerCheck
Invest with Confidence

Feel free to check the background and experience of our investment professionals.

Check Now

Tax Efficiency Resources

Account Login

Already have an account? Log into to view and manage your account here.

Login

Financial Consultants

Our experienced consultants can guide you toward financial independence.

See Consultants

Social Security Benefits

Check to see if your social security benefits are taxable.

Learn More

Brokerage Disclosures:

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

The financial consultants of Logix Financial Services are registered representatives with, and Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits
or Obligations
May Lose Value

Logix Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.

© 2024 Logix Financial Services

CA Insurance License #0D64827