tax reform – Smart Financial

Home
Services
About Our Team
Contact Us
Blog
Resource Center

Mon - Fri 8:30 AM - 5:00 PM (801) 225-5555

[email protected]

Schedule a Complimentary Retirement Review

Home
Services
About Our Team
Contact Us
Blog
Resource Center

Attend an Event

Home
Services
About Our Team
Contact Us
Blog
Resource Center

Tag

tax reform

Text Widget

Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Donec sed odio dui. Etiam porta sem malesuada.

Tag Cloud

401(k) age 72 assets baby boomers Diversified portfolio emergency fund Extended Care financial markets financial professional Impact of Taxes in Retirement income tax inflation investing Investment accounts investments investors IRA IRA's IRA Exit Strategy long-term care maximize Social Security benefits Medicare Portfolio Portfolio Performance retirees retirement Retirement Benefits Retirement Nest Egg retirement planning retirement savings Retirement Strategy Roth IRA Roth IRA Tax Free Social Security Social Security Benefits Social Security Workshop spousal and survivor benefits taxation of social security benefits Taxes Taxes in Retirement tax reform Tax Reform Bill tax rules time horizon volatile market conditions

350 E Center Street #100,
Provo UT 84606
(801) 225-5555
[email protected]

Fiduciary Standard

Check the background of this firm or investment professional on SEC IAPD.

Disclosure: Investment Advisory Representative and advisory services offered through TownSquare Capital, LLC is an SEC Registered Investment Advisor. TownSquare and its representatives do not provide tax or legal advice. Each taxpayer should seek independent advice from a tax professional based on his/her individual circumstance.

The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

For additional information, please contact our team at 801-225-5555 or [email protected].

Smart Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

To view our ADV part II, ADV Part 2A – August 2022

To view our Privacy Policy, Privacy Policy – Current 2021

To View our CRS Form, CRS Form – Current 2020

Copyright 2018, All Right Reserved, Smart Financial