Finance Bonds

Proactive Tax Planning

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February 12, 2016
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There is a difference between having your taxes prepared and proactive tax planning. The IRS Tax Code is filled with tax savings ideas. You just need to know where to look and how to apply the rules that can relate to your individual situation.

Insurance and annuities offered through Matthew Redding Jr., TX INSURANCE LICENSE #2081664

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Contact Info

1100 N. Kimball Ave., Suite 100, Southlake, TX 76092

(817) 329-7778

info@metroplexwealth.com

Investment Advisory Services offered through Retirement Wealth Advisors Inc. (RWA) a Registered Investment Advisor. Metroplex Wealth 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 Metroplex Wealth 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. Professional service providers are suggestions only and are not associated with Metroplex Wealth or Retirement Wealth Advisors. You are encouraged to consult your tax advisor or attorney. Redding Law Office is owned and operated by Chelsea Redding. Chelsea Redding is also an Investment Advisor Representative of RWA. Redding Law Office and RWA are not affiliated.

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