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Tax Management Strategies
Managing Health Care Expenses in Retirement
Estate Planning - One of the Greatest Gifts
2018 Market Update
Please note neither LPL Financial nor any of its representatives render tax advice. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax advisor.
Investing involves risk including potential loss of principal. Past performance is no guarantee of future results.
The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
The opinions voiced in this material are for general information only and are not intended to provide or be construed as providing specific investment advice or recommendations for any individual security.
All indexes are unmanaged and cannot be invested into directly.
Economic forecasts set forth may not develop as predicted, and there can be no guarantee that strategies promoted will be successful. Investing involves risk including potential loss of principal.
Investing in a specific sector involves additional risk and will be subject to greater volatility than investing more broadly.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. If sold prior to maturity, capital gains tax could apply.