For People Aged 55+ With Over $500,000+ in Investable Assets..
Strategies Designed to Help Optimize and Reduce Your Retirement Taxes...
By Showing How Wealth Management & Tax Planning Work Alongside Your
CPA
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You’ll Learn:
✅️ How to create reliable retirement income while protecting part of your savings
✅️ How to reduce future taxes and avoid costly retirement planning mistakes
✅️ How to balance growth potential with protection instead of relying only on stocks or CDs
*Understand the potential benefits, trade-offs, and risks of coordinating income, protection, and growth strategies in retirement.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Financial Advisors do not provide specific tax/legal advice, and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan, and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
Fidelity Investments is unaffiliated with Salient Wealth Planning (SWP) and the other third parties listed. Fidelity is a service provider to SWP. There is no form of legal partnership, agency affiliation, or similar relationship between SWP and Fidelity, nor is such a relationship created or implied by the information herein. 1110700.1.0
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