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6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054. Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? A Living ...

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6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054. Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? A Living ...

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Home | Wisdom Wealth Investment Advisors, LLC | wisdomwealthia.com Reviews

https://wisdomwealthia.com

6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054. Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? A Living ...

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Glossary | Wisdom Wealth Investment Advisors, LLC

http://www.wisdomwealthia.com/tools/glossary

6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054. What's Your Risk Number? A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjus...

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Tax Resources | Wisdom Wealth Investment Advisors, LLC

http://www.wisdomwealthia.com/tools/tax-resources

6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054. What's Your Risk Number? Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Sign up for my Newsletter. Error processing your request. Please try again at a later time.

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Resource Center | Wisdom Wealth Investment Advisors, LLC

http://www.wisdomwealthia.com/resource-center

6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054. What's Your Risk Number? Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. Understanding tax strategies can potentially help you better manage your overall tax situation.

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Insurance | Wisdom Wealth Investment Advisors, LLC

http://www.wisdomwealthia.com/resource-center/insurance

6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054. What's Your Risk Number? Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. If your family relies on your income, it’s critical to know what their needs would be in the event of your death. Protecting Those Who Matter Most. Loss of income...

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Tax | Wisdom Wealth Investment Advisors, LLC

http://www.wisdomwealthia.com/resource-center/tax

6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054. What's Your Risk Number? Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The Facts About Income Tax. Learn more about taxes, tax-favored investing, and tax strategies. Making Your Tax Bracket Work.

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6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054. Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? A Living ...

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