It's good to get to know your financial advisor, but they do need to know what's going on with taxes so that they can help.
Securities offered through LPL Financial, Member FINRA)/SIPC). Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial.
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
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