
Introducing the 530A Accounts
An article explaining 530A Accounts.
500 West Palatine Road, Suite 102, Wheeling, IL 60090
A Tax-Centered Approach since we began in 1973
Established in 1973 as a tax and accounting firm, Antos Advisors expanded into wealth management services in 1988.
We recognize the significant role that taxes can play in your financial situation and help you understand how it can change throughout your lifetime.
We provide professional tax planning advice in conjunction with every financial recommendation we make.
With us, you'll be able to take a more active role in your own finances and become a true partner in your financial journey with us.
Taxes often represent a significant percentage of Americans’ annual expenses. For some people, as much as 30% of their income will go to taxes each year. Many financial planners take a passive approach to taxes when designing financial strategies and defer to outside tax professionals.
At Antos Wealth Advisors, we recognize the significant role that taxes can play in your financial situation throughout your life. That’s why we believe in a tax-centered approach to financial planning, providing professional tax planning advice in conjunction with every financial recommendation we make. We help you to understand how your assets impact your taxes, how to plan for taxes in your retirement, and how to manage your income and assets to minimize your tax obligations.
With proactive tax planning, we can help our clients save thousands of dollars every year. Contact us today to learn more about creating a customized financial plan for you!
Since we first opened our doors as a tax and accounting firm, we’ve been providing knowledgeable and ethical advice to our clients, with a long-term outlook and personalized approach to finances.
To this day, we remain a family-owned and -operated business, and maintain our commitment to creating personal connections with every client. As fiduciary financial advisors, we’re committed to always put your needs first; we measure our success, not by sales numbers or profit margins, but by your own financial health and wellbeing. At Antos Wealth Advisors, we specialize in comprehensive financial planning, analyzing your debts and assets, risk tolerance, lifestyle, goals, tax situation, and many other factors that influence your long-term financial outlook.
Our broker-dealer, Cetera Financial Specialists, executes trades on our clients’ behalf. This allows us to always recommend the financial solutions that suit your needs with no sales quotas or proprietary products to worry about. Their industry-leading network of independently managed broker-dealers provide us with essential support in pursuing your unique goals and vision for the future.
At Antos Wealth Advisors, your goal are our goals, and we’ll do whatever we can to help you reach them.
Our history as a tax firm gives us a unique ability to incorporate tax planning into all of our financial planning services, providing a more complete picture of your finances.
A wealth of resources to enjoy at your leisure.

An article explaining 530A Accounts.

This investment account question is vital and answered as early as possible.

Probate can be a completely public process, or it can be managed to include as little information as possible.

One of the most common questions people ask about Social Security is when they should start taking benefits.

How HSAs and FSAs might help your household.

Life insurance proceeds are generally tax-free. But not in all cases.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

A quick look at how federal income taxes work.
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These resources are for informational purposes only and is not a replacement for real-life advice. You are encouraged to speak with one of our advisors or your tax, legal, and accounting professionals before modifying any part of your overall tax strategy.