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Tax-Advantaged Investing

Taxes are a fact of life, but there is no need to pay more than you have to. By paying close attention to the tax treatment of your investments, Jay will help you to plan to keep more of your hard-earned money working for you by seeking to reduce your tax burden whenever possible.

Tax-advantaged investing and distribution strategies, properly implemented, can have a significant impact on your cash flow in retirement. Let Jay show you the ways to invest and to spend in retirement, and to potentially leave the maximum possible estate.

LPL Financial does not provide tax or legal advice. Consult a tax or legal professional for advice on these matters.