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These questions cause us to reconsider our plans.
We help investors with:
Advanced Tax Strategies with FLS
FLS Roth Conversion Strategy
Charitable Donation using Pooled Income Trust
Wealth Transfer Planning
Tax-Free Growth & Access to Cash
To learn how these unique, proprietary strategies
can help you, contact us for a free review.
Are tax rates going up in the future?
Investment
Reality Check
1
QUESTION
How will that impact IRAs, 401(k),
and 403(b)?
2
QUESTION
Are you still contributing to
pre-tax plans?
3
QUESTION
Call us toll free at 1-800-845-1840
or visit our website at
www.BrightPathFinancialCorp.com
Robin Roberts
612-867-5959
Robin@BrightPathFinancialCorp.com

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  • 1. These questions cause us to reconsider our plans. We help investors with: Advanced Tax Strategies with FLS FLS Roth Conversion Strategy Charitable Donation using Pooled Income Trust Wealth Transfer Planning Tax-Free Growth & Access to Cash To learn how these unique, proprietary strategies can help you, contact us for a free review. Are tax rates going up in the future? Investment Reality Check 1 QUESTION How will that impact IRAs, 401(k), and 403(b)? 2 QUESTION Are you still contributing to pre-tax plans? 3 QUESTION Call us toll free at 1-800-845-1840 or visit our website at www.BrightPathFinancialCorp.com Robin Roberts 612-867-5959 Robin@BrightPathFinancialCorp.com