You may have some time-sensitive planning that needs action before the year ends.
The 2022 window of opportunity is closing and we don’t want you to miss out.
For example, you might want to…
• Fund year-end family or charitable gifts in an optimal way
• Reduce your tax liability through tax-loss harvesting
• Review your tax bracket to see if you should defer some income
• Wrap up your 2022 Required Minimum Distributions
• Review your big picture before 2022 opportunities close for good
The end of the year is a busy time for everyone, and we don’t want you to miss out on any of the key deadlines or final opportunities of the year.
We’ll walk you through a step-by-step checklist to help make sure you’re buttoned up for the year and can head into the final stretch with confidence.
Please contact your Prevail Team to set a time for us to get together to discuss your individual situation.
Investment Advisory services are offered through Prevail Innovative Wealth Advisors, LLC, a federally registered investment advisor. Registration with any securities authority is not an endorsement of the services offered by the investment adviser. Fixed insurance products and services are offered through Prevail Strategies, LLC, a licensed insurance agency. A client may receive investment advice in addition to fixed insurance recommendations as a part of the financial planning process. Prevail Innovative Wealth Advisors, LLC and Prevail Strategies LLC have common ownership. Prevail Innovative Wealth Advisors, LLC and Prevail Strategies LLC do not provide tax or legal advice. You should always consult your CPA or tax professional for decisions involving tax implications present and future.
For a copy of Prevail Innovative Wealth Advisors Privacy Policy, Disclosure Brochure (Form ADV Part 2A), or Client Relationship Summary (Form ADV Part 3), please contact your Investment Adviser Representative or call our main office at (913) 295-9500.
