If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Axex Financial
金融服务
Salt Lake City,Utah 1,065 位关注者
We endeavor to know and understand your financial situation and provide you with only the highest quality service.
关于我们
Axex Financial was founded for the purpose of providing holistic financial services for its clients. We believe that every client's situation is unique and that there is no "one-size-fits-all solution" for our clients. Axex Financial takes the time to get to know you, your family, your business, and your goals in order to create a comprehensive financial strategy that actively involves you. We work in concert with your CPA, estate attorney, or any other professional advisor that you have to help ensure our recommendations are the best fit for your situation. Our ability to provide comprehensive, custom-tailored advice based on you as an individual is what sets us apart from other firms. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- 网站
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https://www.axexfinancial.com/
Axex Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Salt Lake City,Utah
- 类型
- 私人持股
- 创立
- 2011
地点
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主要
257 E 200 S
Suite 750
US,Utah,Salt Lake City,84111
Axex Financial员工
动态
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Why are they made again and again? This piece helps make sense of these errors in judgement.
Navigating Retirement Pitfalls
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The truth is a little more complicated with these personal finance idioms.
The Latte Lie and Other Myths
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Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
How Will Working Affect Social Security Benefits?
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Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
Money that Buys Good Health is Never Ill Spent
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Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt. #CreditCard
Paying Off a Credit Card
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When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
Impact Investing or Philanthropy
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Ever wonder about those free credit scores you get once a year? #creditscore #credit
The Lowdown on Those Free Credit Scores
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Generate income and rebuild principal. A powerful one-two punch.
Split Annuity Strategy
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Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake. #FixedAnnuity
Annuity Comparison
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