Upside and Downside of Using the Applicable Exclusion Amount Now
The applicable exclusion amount is the amount that can be sheltered from federal gift and estate tax by the unified
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Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Assured Concepts Group, Ltd., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Whether or not to establish a relationship with a wealth advisor is a decision that deserves careful consideration. Here are some of the reasons why you can feel confident choosing Assured Concepts Group.
The applicable exclusion amount is the amount that can be sheltered from federal gift and estate tax by the unified
Maybe, but don’t overdo it
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Assured Concepts Group, Ltd., we have a commitment to excellence in everything we do.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside parties to provide information on a topic that may be of interest. These outside parties are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Assured Concepts Group Ltd. is neither a broker-dealer nor an investment adviser. Securities and Variable Insurance products are offered through Purshe Kaplan Sterling Investments www.pksinvest.com, member FINRA/SIPC, www.finra.org, www.sipc.com. Advisory services provided through Assured Advisory Group, LLC, a Registered Investment Advisory Firm. Purshe Kaplan Sterling Investments is a full service brokerage firm, operated primarily through independent registered representatives.
Investing involves risk including loss of principal. The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education.
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