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New tax saving opportunity for you?

With tax season approaching, I wanted to reach out with a few new tax saving opportunities that opened up due to the latest tax rules (the 2017 TCJA and 2019 SECURE Act) passed by the federal government.

This is a TIME-SENSITIVE opportunity, and to take advantage of your potential savings to the fullest you'll need to act on this fast (before you file your taxes), so pay close attention.

These new tax rules can radically change your tax picture from now until 2025 when the 2017 rules are set to expire (unless a new administration changes them sooner).

For some people, these new tax rules could permanently lower the taxes they’ll pay for LIFE.

Remember, this is truly a LIMITED-TIME opportunity for two reasons:

#1 – The laws are set to expire in 2025, so you’ll want to take advantage to the fullest until then because you’ll probably pay more in taxes in the following years if the tax brackets return to pre-TCJA levels.

#2 – Some of the tax saving strategies in the free tax savings guide (below) need to be completed before you file your tax return, so it’s very important that you take action right now.

If you’re interested in saving more on your taxes under the latest tax rules, see this free guide to help you save every penny you can (including 6 “hidden” opportunities).

Please feel free to forward this email to a friend, business relation, or family member who may benefit from this tax saving guide.

Remember, this opportunity is time-sensitive; I highly recommend you read this now so you can take advantage to the fullest. If you have any questions, please “reply” to this email or call my office at 800-840-5946.

FREE Tax Savings Guide: The 6 “Hidden” Tax Saving Opportunities


Risk Disclosures: 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. 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. The S&P 500 is an unmanaged composite index considered to be representative of the U.S. stock market in general. All index returns exclude reinvested dividends and interest. Past performance is no guarantee of future results. Indices are unmanaged and cannot be invested into directly. For illustrative purposes only.