Advantages of Working with a Financial Advisor One-PagerSeptember 24, 2021
Focused on Your Financial Future E-mailSeptember 24, 2021
End of Year Tips One-Pager
This one-pager offers best practices for year-end financial planning. It includes details about:
- Evaluating the progress of your plan
- Year-end tax loss harvesting
- Reviewing estate plans
- Required annual distributions from qualified plans
- Gifting to heirs to reduce estate taxes
Download and brand with your own logo or contact us today at email@example.com to find out about additional customization options professionally written specifically for your practice.
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