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TAX PLANNING

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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5 Helpful Tax Planning Tips guide

The tax code underwent significant changes thanks to the 2017 Tax Cuts and Jobs Act. You may be wondering how the rewritten code will impact exemptions, credits and individual tax rates for 2020. There are many factors that can impact whether your taxes will increase under the overhauled tax code.