TIME-SENSITIVE for Investors With $250K+

Discover 5 Strategies You Can Use Now to Lower Your Taxes…Before Dec 31, 2024

Scheduled Tax Increases Could Mean an End to Some of These Strategies

Inside this FREE guide, you'll discover:

  • The costly "domino effect" that can result from tax law changes (and what to do)
  • Specific tax-saving opportunities to consider BEFORE income tax rates increase
  • The Dec. 31 tax "bunching" strategy used by many high income earners
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"Acting soon could be important – you may not have the ability to seize all of these tax-saving opportunities forever."

Kristine Pennington, CPFA®

Wealth Wise, LLC

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http://www.wealthwiseadv.com

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kristine@wealthwiseadv.com

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(704) 860-0784

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.

Securities and Advisory services offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC. Wealth Wise, LLC and LPL Financial are separate entities.

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.

 

These materials were prepared by Snappy Kraken and are not views of LPL Financial. 

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5 Potential Savings Opportunities Before Dec 31, 2024

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5 Strategies You Can Use Now to Lower Your Taxes…Before Dec 31, 2024

FREE GUIDE

We never spam. By clicking this button, you consent to be contacted by Kristine Pennington, CPFA® by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.