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Tax Planning

It’s Tax Season for Your 2018 Returns – Will You Owe More?

By webteam | March 25, 2019 | 0

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Are you leaving behind a giant tax bomb for your kids?

By webteam | July 5, 2018 | 0

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  • Roth IRA – Convert or Contribute?
  • 5 Common Mistakes to Avoid in Retirement
  • What’s Your Risk Tolerance?
  • 3 Ways to Boost Your Social Security Benefits
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    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.

    Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. SF Financial Services and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

    This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that SF Financial Services and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

    Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

    Any reference to safety or security is not investment related and should not be interpreted as such. “It’s Safety First” is a motto of SF Financial and is in no way affiliated with investments or investment related advice. Investing involves risk and no guarantee of safety or security from loss of principal can ever be made.

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