Discover 5 Tax-Saving Strategies Worth Reviewing Before You File
New Rules Under the One Big Beautiful Bill Act Could Affect Your Tax Picture
Inside this no-cost guide, you'll discover:
- Five categories of opportunities high earners should review before filing
- How the One Big Beautiful Bill Act created new deductions, extended limits, and expanded tax breaks you may qualify for
- Strategies to help you maximize tax-advantaged accounts and retirement savings
- Ways to identify and bundle deductions for greater impact
- Ways to spot opportunities you might not have thought about for this tax year
It's important to make sure you're using the strategies available before filing deadlines close the window.
Aaron Herwig, CPFA®, MBA
Gen4 Wealth Advisors
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Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.
This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.
Aaron S. Herwig is a Registered Representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors and Gen4 Wealth Advisors are separate entities from LPL Financial. Investment Advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors and Gen4 Wealth Advisors are separate entities from LPL Financial.
Please do not leave security trades via e-mail, contact my office directly. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.
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Third-party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or Gen4 Wealth Advisors and have not been reviewed by LPL Financial as to accuracy or completeness.
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This material was prepared by Snappy Kraken and does not necessarily represent the views of the presenting party, nor their affiliates.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.
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Discover 5 Tax-Saving Strategies Worth Reviewing Before You File
We never spam. By clicking this button, you consent to be contacted by Aaron Herwig, CPFA®, MBA by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.