Are Tax Advantaged Investments Right for You? Peter Korcusko Can Help You Find OutBy Renee Burrell
Photo by Sandy Pollick Peter Korcusko, a Vice President and Financial Advisor with Morgan Keegan & Company, Inc., focuses primarily on wealth management consulting for affluent investors. His office is located at 715 South Ft. Harrison Avenue, Clearwater. As a financial advisor with over twelve years of experience, he is well-equipped to take an objective, unbiased approach to tailoring each wealth management plan to enhance, protect, and ultimately transfer family wealth. And, with the support from the Morgan Keegan team of specialists from a variety of financial disciplines, he offers a broad range of financial services, including investment management consulting, estate planning, private banking through Regions Bank, and strategies for concentrated equity positions and real estate holdings. Simply put, tax-advantaged investments are investments that may be exempt from federal and state tax. That being the case, you may think that tax-advantaged investments, such as municipal bonds, would be a perfect investment vehicle for any investor. However, that is not necessarily true. Although tax-advantaged investments may be an appropriate part of any comprehensive investment plan, they are most beneficial for investors in the higher federal tax brackets looking for a way to increase current income without increasing tax liability. While tax-advantaged investments offer specific advantages, they also carry certain risks. The decision of whether or not tax-advantaged investments are right for a particular investor should be discussed with a qualified financial advisor. Korcusko is originally from New Jersey and moved to the Clearwater area five years ago. Prior to moving to this area, he worked as a financial advisor in central New Jersey and New York City for seven years. He, and his wife, Tracey, have adopted two Guatemalan girls; 3˝-year-old Isabella and 14-month-old Maya. Korcusko does not try to be all things to all people. Instead, he concentrates on meeting the unique complex financial needs and goals of a select number of wealthy individuals and families. By focusing on the investor rather than the market, he can position his clients' investments to best meet their individual objectives while taking into account the market fluctuations that will inevitably occur along the way. Morgan Keegan & Company, based in Memphis, Tennessee, is a full service investment banking and securities brokerage firm. It was formed in 1969 and became a wholly owned subsidiary of Regions Financial Corporation in 2001. It serves the diverse financial needs of individual investors in the Southern United States as well as corporate and institutional clients throughout the nation and abroad. It has over 400 offices in 19 states and is a member of NYSE and SIPC. Regions Financial Corporation is among the top ten largest financial services companies in the nation. It has $140 billion in assets and a $27 billion market capitalization. It has 1,900 locations in 16 states and serves over 5 million households. It is listed on the NYSE (symbol: RF), it is a member of the FDIC as well as a member of the S & P 100 Index and Forbes Magazine’s “Platinum 400” list of America’s best big companies. If you are an affluent investor interested in learning more about how tax-advantaged investments may fit into and enhance your overall financial strategy, you can call Peter Korcusko at (727) 469-4534 or fax him at (866) 644-9710. If you prefer, you can e-mail him at peter.korcusko@morgankeegan.com. Securities and insurance products offered through Morgan Keegan & Co., Inc. are not FDIC insured, not bank guaranteed, and may lose value.
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