TIME-SENSITIVE for Investors With $250K+

Discover 5 Strategies You Can Use Now to Lower Your Taxes

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 simple 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."

Jeffrey Settle, CFP®

District Financial Planning

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https://www.districtfinancialplanning.com

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jeffrey.settle@lpl.com

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(301) 563-9700

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 Advisor, Member FINRA/SIPC

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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5 Potential Tax Saving Opportunities

FREE GUIDE

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5 Strategies You Can Use Now to Lower Your Taxes

FREE GUIDE

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