Broker Check

Year End Tax Moves for 2018

| December 03, 2018
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When it comes to investments and returns, many times, it's not what you make, but what you keep. 

Should you have any questions or would like some assistance in weighing your options, we're here to help. 

Read our Year End Tax Moves for 2018 to find out if YOUR Financial Strategy is TAX EFFICIENT.

James Gnefkow, JD, LLM, MBA, Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. OSJ: 5040
Roswell Road, Atlanta, GA 30342, 404-260-1600. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an
indirect, wholly-owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. *Not practicing J.D. for Guardian or its subsidiaries
or affiliates. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional
regarding your individual situation. 2018-69842 Exp. 12/19
Note: The views stated in this letter are not necessarily the opinion of Peachtree Planning and should not be construed, directly or indirectly, as an offer to buy or sell any
securities mentioned herein. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Please note that
statements made in this newsletter may be subject to change depending on any revisions to the tax code or any additional changes in government policy. Investing involves
risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no
guarantee of future results. Please note that individual situations can vary. Unless certain criteria are met, Roth IRA owners must be 59½ or older and have held the IRA
for five years before tax-free withdrawals are permitted. Additionally, each converted amount is subject to its own five-year holding period. Investors should consult a
tax advisor before deciding to do a conversion. Contents provided by the Academy of Preferred Financial Advisors, Inc. Reviewed by Keebler & Associates. © Academy
of Preferred Financial Advisors, Inc. 2018.

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