With so much going on around us in the market, it is difficult for many of our clients to have time to hit pause and think about the impact of taxes on their retirement savings. We thought to make it easier for you by sharing an up-to-date 2022 Tax Reference Guide for a quick glance at important tax filing information for the 2021 tax year. This information may also bring to mind questions you have for 2022 planning, and a desire to discuss what changes in your retirement savings should perhaps occur for you to better maximize your cash flow in future years. Call us, we’re always here to help.
Taxes
*DISCLAIMER: This Newsletter is for informational purposes only and does not constitute a complete description of our services or performance. This Newsletter is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this Newsletter should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESS OR IMPLIES, AS TO ACCURACY, COMPLETENESS OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. All logos and trademarks are the property of the respective trademark owners. Use of third-party trademarks shall not be construed as affiliation, endorsement or joint venture. ® and TM denote registered trademarks in the United States and other Countries.
This commentary was created by a third-party for the Agent’s use. NTM 08-27.