• Current market overview 
• Investment Tax Overview   
• Tax loss harvesting   
• Reduce concentrated stock positions   
• Roth IRA conversion   
• 529 super funding   
• Life insurance over funding   
• Gifting 

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC 
 
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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.