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In today’s episode, Alex and Jason discuss good tax planning and how critical it can be to an overall financial plan. Also, why you should or shouldn’t buy a fixed indexed annuity? Listen to learn more!
This is for educational and informational purposes only and should not be considered investment or tax advice, a recommendation to buy or sell securities, a solicitation, or intended to infer that the approach to investing discussed in this presentation will assure any particular results. Information in this report has been provided by Intelligence Driven Advisers and https://www.congress.gov/bill/117th-congress/house-bill/5376 and is based on their views and opinions as of the date of publication which are subject to change due to changes in market or economic conditions. Intelligence Driven Advisers is an SEC registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. For detailed information about our services and fees, please read our Form ADV Part 2A, which can be found at https://www.advisorinfo.sec.gov or by calling us at (760) 707-5555. The information presented here does not represent specific tax or legal advice, any tax or legal questions should be addressed with your tax and/or legal advisor.