Potomac Financial Group

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Financial Planning Consultants, Accounting Services, Financial Planners

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Tomorrow: 8:00 am - 4:30 pm

76 Years

in Business

(301) 595-8600Call Visit WebsiteVisit Website Map & DirectionsDirections4061 Powder Mill Road, Suite 705Ste 205Beltsville, MD 20705 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Thu:	8:00 am - 4:30 pm
Fri:	8:00 am - 4:00 pm

Places Near Beltsville with Financial Planning Consultants

Greenbelt (7 miles)
College Park (7 miles)
Laurel (10 miles)
Takoma Park (10 miles)
Silver Spring (10 miles)
Hyattsville (10 miles)
Lanham (11 miles)
Kensington (12 miles)
Bowie (14 miles)
Chevy Chase (15 miles)

More Info

Extra Phones

Phone: (301) 595-0669

Fax: (301) 595-0669

TollFree: (877) 595-8605

Payment method

cash, debit, visa, check, discover

AKA

Krawiec, Brian

Other Link

http://www.potomacfinancialgroup.com

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (301) 595-8600

Address: 4061 Powder Mill Road, Suite 705Ste 205, Beltsville, MD 20705

Website: http://www.potomacfinancialgroup.com

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Potomac Financial Group

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Income Tax
Taxable municipal bonds are an entirely separate market within the municipal sector where interest income is included in federal income tax calculations. However, these issues still offer a state â€“ and often local â€“ tax exemption to investors residing within the state of issuance.
Capital Gains Taxes
Munis are attractive to investors in high tax brackets because, in most cases, the interest income is excluded from federal income tax calculations. If investors own municipal bonds issued within their states of residence, interest income may also be excluded from state and local taxes. A limited number of municipal issues are considered an item of tax preference for calculating the federal alternative minimum tax (AMT) imposed on individuals and corporations. Additionally, the bonds may be subject to capital gains taxes if sold or redeemed for profit.

Investment Management
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Mutual Funds
From stocks, bonds and mutual funds to alternative investments such as hedge funds, a broad spectrum of investment vehicles is available to your Raymond James advisor in helping you develop a long-term financial plan.
Bonds
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Accounting Services
Payroll Services

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Our deliberate nature and thoughtful approach to financial planning have led to a history of strength and steady, stable growth. Our companyâ€™s conservative approach began in 1962 when Robert James put the word â€œInvestmentsâ€ after his name. And since then, Raymond James advisors have been crafting meticulously tailored, holistic financial plans to help ensure their clients can retire and realize their individual financial goals. Learn More
Retirement Planning
For many Americans, there comes a time when supplementing earnings with income from a reliable source can assure that life’s financial needs are being met. In this case, investors look to U.S. Treasury securities, which provide dependable, steady cash flow and preserve invested principal, if held to maturity. In general, bonds serve as a solid foundation upon which a successful investment portfolio may be built. The embedded “safety” of government bonds, certainty of income stream and a variety of maturities may help investors meet current and future financial needs, including, but not limited to, education funding and retirement planning.
Long Term Care
Retirement today means something different than in previous generations. People are feeling younger and living longer. Some are choosing to remain in the workforce – either by continuing in their professions or enjoying encore careers. Many are planning for an active lifestyle, one that might include travel to once-in-a-lifetime destinations. As we live longer, we also must consider the increasing costs of healthcare and long-term care, as well as the need for our money to last for not just a few years, but potentially decades. Your Raymond James advisor has the expertise and resources to help you plan for all of the things you want to do.
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