Disclaimer: No product is being sold. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Tax Reduction Strategy Session
I am available to answer any question you have relating to tax planning opportunities or retirement planning questions such as:
When should I consider taking Social Security?
Do Roth IRA conversions make sense?
Is there an opportunity for capital gain harvesting at the 0% rate?
What is the optimal charitable giving strategy for my situation?
What retirement income strategy makes most sense for my goals?
Am I taking on too much risk in my investment portfolio?
Promise
This is a complimentary conversation with NO obligation or sales pitch!
