Unified Wealth Management

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The Unified Tax Planning Guide

Download Unified Wealth Management's 2020 Year End Tax Planning Guide to get:

  • Tax rates for 2020
  • Specific tips for lowering your income taxes
  • Maximize your qualified business income deduction
  • 2020 retirement savings option comparison
  • How to maximize charitable giving
  • How to plan for Tax Year 2021
  • and much, much more...
  • Hidden
  • Financial planning for Pre-retirees
  • Financial planning for Retirees
  • Financial planning for Business Owners
  • Financial planning for Affluent Families
  • Financial planning for Corporate Executives

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Winthrop Wealth, a registered investment advisor. Winthrop Wealth and Unified Wealth Management are separate entities from LPL Financial.

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