Tax Analysis & Planning with CU Wealth Group

Review tAX SAVINGS OPPORTUNITIES

Tax season is here, and as a valued member, we want to make sure you have access to every benefit available to you.

Our team of financial advisors offers a complimentary Tax Analysis & Planning report designed to give you a clearer picture of your tax situation and help identify potential savings opportunities that may otherwise go unnoticed. Once you have filed your tax return, you may then review the completed return together with one of our financial advisors.

Each review includes:

• Income Tax Breakdown: See your income across all federal brackets, your effective rate, and your combined marginal rate including any state taxes.
• Deductions & Credits: Review every deduction and credit on your return, from above-the-line deductions and QBI to HSA contributions, child tax credits, and more.
• Planning Opportunities: Specific, actionable strategies ranked by impact with projected savings ranges (maximizing retirement contributions, Roth conversions, and tax-advantaged account optimization, etc.).
• Key Risks & Action Items: Items requiring your attention now, before they become costly at tax time.

It’s easy to get started. There is no cost or commitment required to have a conversation. Use the links and information below to schedule a call or learn more today! 

Looking for help with your investments? Click here to visit mymembersfirst.org/investments to learn more about the credit union's partnership with CU Wealth Group. 

Important Disclosures

Wealth management products and services are offered independently through Credit Union Wealth Group, an SEC registered investment advisor. Credit Union Wealth Group and TN Members 1st Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union, credit union service organization, or credit union affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested.