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Please note that any tax strategies or examples provided are merely estimates of what may be possible, and there is no guarantee that you will achieve the same results. This outcome is dependent on numerous factors and should be approached with caution. Additionally, please be aware that this advice is not intended to assist with avoiding penalties that may be imposed by the IRS. It’s important to note that while Dana Cornell is a Certified Investment Management Analyst and Certified Financial Planner is not a CPA, he is a here to assist and guide you toward financial freedom.

 

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