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5 Year-End Tax Planning Opportunities
Independent Financial Group, LLC | Jan 3, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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P.O. Box 248
Hilliard OH 43026

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Email: pjohnson@ifgrr.com
Phone: 614-588-5074
Text-only: 614-363-3148
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Securities and advisory services offered through Independent Financial Group, LLC, a Registered Investment Adviser. Member FINRA/SIPC. Office of Supervisory Jurisdiction Branch:12671 High Bluff Dr. Ste. 200, San Diego, CA 92130. No investment strategy can guarantee a profit or protect against loss.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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Licensed to sell securities in the following states: OH, IA, ME, MI, FL, VA, IL, NY

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Disclaimer Some investment options discussed in this website involve significant risk. This information is neither an offer to sell, or a solicitation of an offer to buy any of these securities. No Legal or Tax Advice The information on this website is provided for informational purposes. It is not intended and should not be construed as legal or tax advice. The information is not a substitute for investment advice from a competent financial or tax advisor. Illustrative Examples Any example of investment results is for illustrative purposes only and does not reflect the results of any particular investment. Investments will fluctuate with market conditions. Regular investing does not ensure a profit or protect against loss in a declining market.

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