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Tax Preparation and Financial Planning in Alabama

Saty Putcha is an independent financial advisor providing accounting, tax, financial and investment planning services in Mobile, Alabama.

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Tax Preparation and Financial Planning in Alabama | putchafinancial.com Reviews
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Saty Putcha is an independent financial advisor providing accounting, tax, financial and investment planning services in Mobile, Alabama.
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1 tax and financial services
2 tax advisor
3 financial advisor
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5 benefits of enrolled agent
6 EA
7 alabama financial advisor
8 mobile alabama tax and accounting
9 tax planning for businesses
10 financial planning for families
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putcha llc,menu,my firm,my team,my advantage,my strategy,professional money management,services,for individuals,for businesses,resource center,retirement,estate,investment,insurance,money,lifestyle,tools,useful links,glossary,tax resources,account access
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Tax Preparation and Financial Planning in Alabama | putchafinancial.com Reviews

https://putchafinancial.com

Saty Putcha is an independent financial advisor providing accounting, tax, financial and investment planning services in Mobile, Alabama.

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1

The Benefits of Working with an Enrolled Agent (EA)

http://www.putchafinancial.com/p/my-advantage

Mobile, AL 36695. Financial Strategies Focused on Mitigating Taxes. Saty Putcha is not only a financial advisor, but also an Enrolled Agent (EA). An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation. The EA license is generally earned by passing a comprehensive examination and maintained by stringent annual continuing education requirements monitored by the IRS. Representation before the IRS (audits, collections and appeals). Saty is here ...

2

Glossary | Putcha LLC

http://www.putchafinancial.com/tools/glossary

Mobile, AL 36695. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest ...

3

Money | Putcha LLC

http://www.putchafinancial.com/resource-center/money

Mobile, AL 36695. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Power of Compound Interest. Learn how to harness the power of compound interest for your investments. Your Cash Flow Statement. The Cost of Procrastination.

4

Tax Planning and Investment Strategies in Mobile, Alabama

http://www.putchafinancial.com/p/my-firm

Mobile, AL 36695. Dedicated To Helping People Understand Their Finances. Saty Putcha is an independent financial advisor supported by broker-dealer HD Vest Investment Services. Based in Mobile, Alabama and serving businesses and individuals throughout the state, he seeks to help clients maximize their assets, reduce unnecessary taxes, and pursue their financial goals. Whether a client owns a small business or is starting a family, Saty has the tools and experience to provide the services that may fit the...

5

Lifestyle | Putcha LLC

http://www.putchafinancial.com/resource-center/lifestyle

Mobile, AL 36695. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Making the most of surprises is a great reason to work with us. Using smart management to get more of what you want and free up assets to invest. To Buy or Not to Buy. Money Draining Food Myths. This cal...

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Mobile, AL 36695. The Power of Tax-Deferred Growth. Why are 401(k) plans, annuities, and IRAs so popular? The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Are you ready for retirement? Here are five words you should consider. Should I continue to work? A letter of ins...

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