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    If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.
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    Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate. Naming beneficiaries of an IRA can be an
  • I received a large refund on my tax return this year. Should I adjust my withholding?
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  • What is the difference between a tax deduction and a tax credit?
    Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability,
    
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 4250 Veterans Memorial Hwy 4th Floor East Holbrook, NY 11741
Tel: (631) 439-4600 Fax: (631) 439-1325 Toll Free: 800-889-3914 - Ext 333, (631) 439-4600 - Ext 333 Email: mail@claytonfinancial.com

Securities offered through American Portfolios Financial Services. Member FINRA and SIPC.
Financial Planning and Advisory Services through American Portfolios Advisors, Inc. An SEC Registered Investment Advisor.
Clayton Financial is not affiliated with APFS and APAI
Investment products and services available only to residents of NY, NJ, NC, FL, VT. 
Fee-based investment advisory services available only to residents of NY, NJ, NC, FL, VT. 
Clayton Financial is licensed to sell insurance products in the states of NY, NJ, NC, FL, VT.

This communication is strictly intended for individuals residing in the state(s) of AZ, DE, FL, NC, NV, NY, PA and SC. No offers may be made or accepted from any resident outside the specific states referenced.
 


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