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Home » Services » Tax Minimization Strategies

Tax Minimization Strategies

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

Investing in or purchasing a tax-deferred vehicle means your money can compound interest for years, free from income taxes, potentially allowing it to earn interest at a faster rate. Few financial vehicles avoid taxes altogether. Insurance products only allow you to defer paying them until retirement — when you may be in a lower tax bracket.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

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To schedule a time to discuss your retirement future, contact us at info@prioritywealthadvisors.com or call us at 818-428-1238.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Complimentary Guide
"10 Things to Know About Retirement Income”
Discover the 10 things you’ll need to consider in creating your retirement strategy.
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Investment advisory services are offered by Priority Wealth Advisors, Inc. a registered investment adviser. Insurance and annuity products are offered through Priority Financial and Insurance Solutions. Insurance and annuity products do not refer in any way to securities or investment advisory products and are not offered by Priority Wealth Advisors, Inc.

Priority Financial and Insurance Solutions – CA License #0H38616. www.priorityfinancialnow.com

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.