Plan now for a higher tax bill

Your federal tax bill likely will be higher this April, as a result of legislation Congress passed last year.

Now may be a good time to consider the benefits of a J.P. Morgan line of credit¹: It can help you maintain iquidity during tax season, without selling assets or disrupting your investment plans.

Plus, there is no cost to establish a line of credit and interest is charged only on the funds you use.²

In today's low-interest-rate environment, borrowing against holdings in your J.P. Morgan Securities investment account can also be a cost-effective way to:

  • Manage cash flow
  • Acquire non-investment-related assets
  • Preserve cash for emergencies or other needs
  • Fund business growth

Please keep in mind that loans collateralized by securities involve certain risks, including but not limited to liquidation in the event of a margin call, and may not be suitable for all investors.

2014 Tax Charts Stand Alone

 

 

 

Ask your J.P. Morgan Securities Financial Advisor for more information.
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