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Apex Tax Advisors Services
TAX INVESTMENTS

  • Income Tax

  • Inheritance Tax

  • Estate Tax

  • Business Tax

  • Amended Tax Returns

  • IRS Issues

Retirement Planning

  • IRA’s – Traditional & Roth

  • 401K Rollovers

  • Individual 401K’s, SEP’s, SIMPLE

  • Company Retirement Plans – 401K’s, Money Purchase Plans

  • Distribution Planning

Individual Planning

  • College Planning – 529’s, UTMA’s, Coverdell’s

  • Stocks

  • Bonds

  • Mutual Funds

  • Variable Annuities

  • IPO’s

INSURANCE

MORTGAGES

ESTATE PLANNING

  • Life – Term, Whole Life, Universal, Variable

  • Long Term Care

  • Health Insurance – Individual and Company

  • Fixed Annuities

  • Equity Index Annuities

  • Fixed/Variable/Opt ARM’s/FHA

  • Vacation/Second Homes

  • Rental Property

  • Reverse Mortgages

Work with attorney’s to put proper plan in place

UNIQUE TO APEX TAX ADVISORS

  • Income Tax Planning

  • Mid Year Review

  • Portfolio Review

  • Beneficiary Review

 


Professional Advice .
Tailored to Life .

 

Apex Tax Advisors, LLC  |  505 S. Lenola Road  Suite 110  |  Moorestown, NJ 08057  |  Office: 856-778-0980  |  Fax: 856-778-0929

Securities offered through National Securities Corp. (NSC), member FINRA/SIPC. Advisory services offered through National Asset Management, Inc. (NAM). Insurance Services offered through National Insurance Corp. (NIC). Apex Tax Advisors is an unaffiliated entity to NSC, NAM, and NIC.