- Helpful Information for Filing 2020 Income Taxes and Proactive Tax Planning for 2021
– Advisor Group Case# 22677981 LPL# 1-05115743
- Raymond James Version Raymond James # 3475379
- Potential Tax Law Changes Proposed by the New Biden Administration
– Advisor Group Case# 22679803 Raymond James # 3475390 LPL# 1-05115855
- Proactive Tax Planning with the SECURE Act
– Advisor Group Case# 21053990 Raymond James # 3112247 LPL# 1-05018779
Proactive Retirement Planning Using the SECURE Act Educational Booklet
– Advisor Group Case# 21070045 Raymond James # 3116205 LPL# 1-05019330
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