Jewels Harris Financial
  • Home
  • About
    • Meet Jewels
  • Services
    • Retirement Income Strategies
    • Tax-Efficient Solutions
    • Long-Term Care
    • Estate Prservation
  • Resources
    • Calculators >
      • Sequence of Returns
      • Retirement Income
      • 401(k) Planner
      • Life Insurance
    • Guides
  • Radio
  • Blog
  • Contact

Tax-Efficient Solutions

April 15 can be a dreaded day, or a celebrated one. J. Harris Financial understands the importance of making sure you take advantage of all the tax deductions and exemptions available to you, as well as understand the commonly overlooked tax reduction strategies for retirement. We are up-to-date on the latest tax planning and potential reduction strategies for retirees. We can assist with IRA or other retirement account roll-overs and transfers, ensuring you don’t pay any unnecessary taxes, penalties and fees. We can also work with you to understand your Required Minimum Distributions (RMDs) and how to take them so your income in retirement is maximized.

Picture
J Harris Holdings, Inc. BBB Business Review

Site Map

Home
About
Services
Resources
Blog
Contact

Contact

Jewels Harris
1305 Ashleybrook Lane
Winston Salem, NC 27103

P. 336.724.2562
F. 336.306.9723
Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement.

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.

Privacy Policy
​

14428 – 2015/4/30

  • Home
  • About
    • Meet Jewels
  • Services
    • Retirement Income Strategies
    • Tax-Efficient Solutions
    • Long-Term Care
    • Estate Prservation
  • Resources
    • Calculators >
      • Sequence of Returns
      • Retirement Income
      • 401(k) Planner
      • Life Insurance
    • Guides
  • Radio
  • Blog
  • Contact