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**Service Disclosure**
Tax awareness is only one consideration when making decisions on a financial product. All recommendations take into account additional personal objectives, situations or needs, beyond the tax considerations in order to determine suitability.

The author of this website is registered to transact business in the following states…
New Jersey, Pennsylvania, Delaware and Maryland

non-securities related services provided through
Abacus Personal Finance an Independent Entity Not Owned or Operated by SA Stone Wealth Management
Newark, Delaware 19713 (800) 921-1945

securities products and services offered through
SA Stone Wealth Management - 2 Perimeter Park South Ste. 500W Birmingham, AL. 35243 (888) 404-2941
A Registered Broker-Dealer Member FINRA/SIPC
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www.saswealth.com

Content was developed from sources believed to be providing accurate information. This material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All content presented on this website is for informational purposes only. It is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Providing said information does not, in any form, oral, written or otherwise, create, establish or develop a relationship between Abacus Personal Finance or its affiliated third parties with the reader of material presented herein.

Products and services available through SA Stone Wealth Management (unless stipulated) are not FDIC insured; not guaranteed by any bank and are subject to risks normally associated with those products or services including the possible loss of the principle amount invested.

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