Boost Your Financial Plan Before the Deadline

The 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟭𝟱𝘁𝗵 Fidelity processing deadline is near—are you ready? 🗓️

Now is the time to 𝗿𝗲𝘃𝗶𝗲𝘄 𝘆𝗼𝘂𝗿 𝘆𝗲𝗮𝗿-𝗲𝗻𝗱 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆! Actions like Roth conversions, tax loss harvesting, and smart withdrawals should be completed by the deadline. ✅

Let’s maximize this opportunity to enhance your financial plan before the year ends! Call us today at 𝟲𝟮𝟯-𝟵𝟯𝟯-𝟵𝟱𝟬𝟴! 📞📲

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📅📅 𝗖𝗹𝗶𝗰𝗸 𝗵𝗲𝗿𝗲 𝘁𝗼 𝗿𝗲𝗾𝘂𝗲𝘀𝘁 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗰𝗮𝗹𝗹!
https://oxfordretirement.com/schedule-a-meeting/

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🔴🔴 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗧𝗜𝗣𝗦:
https://www.youtube.com/@OxfordRetirement

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📱📱 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀
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DISCLOSURE
Insurance products are offered through the insurance business Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning. Investment advisory products and services are through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor, and are marketed under Oxford Retirement & Estate Planning. AEWM does not offer insurance products. The insurance products offered are not subject to Investment Advisor requirements. AEWM and Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning are not under common control or ownership.

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. None of the information contained on this channel shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliance income streams on this channel refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. 2715095 - 12/24

Видео Boost Your Financial Plan Before the Deadline канала Oxford Retirement & Estate Planning