|
|||
|
100 Southpark Blvd., Suite 405 Phone: (904) 824-5656 |
This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate.
Neither Petros Estate & Retirement Planning, LLC, Woman’s Worth, LLC nor any of their agents or representatives give tax, legal or investment advice. Consult a qualified advisor. Legal advice is provided by board-certified estate planning attorneys. The information here is a summary of our understanding of current tax laws as they relate to insurance products. This communication (including attachments) was not intended or written to be used to avoid any penalty imposed by a taxing authority, nor may the user/recipient of this communication use this written tax advice for that purpose. Please consult a qualified advisor for these matters.