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Tax Planning

Mar 16, 2023

Recent Posts

  • One Big Beautiful Bill Act and IRA Rollovers: Today’s Slott Report Mailbag
  • Social Security Benefits Changes in 2025: What You Need to Know for Smarter Retirement and Tax Planning
  • OBBBA: No IRA Changes, but More Roth Conversions?
  • How Company Plan Loans Work
  • Medicare’s 2025 Surprise: Higher Costs, New Caps, and Vanishing Perks

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Cox Strategic Wealth are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.  Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BCM.

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