Worried About the NIIT Tax? We Can Help - Palma Financial

Did you know there is a tax called the NIIT tax, which is an additional tax on your investment earnings?

To project what the NIIT will be for you this year, I need to collect some information, like your investment income, investment expenses, and something called MAGI — but I can explain everything over the phone (don’t worry, it’s not that complicated, and it won’t be a hassle).  

The good news is that actively earned income — like wages from a day job or income from a business — is NOT subject to the NIIT.

The point is I have additional strategies to reduce this NIIT Tax.

And therefore, I believe I can save you some money this upcoming year!

Let’s talk —-> [schedule a time here]