This hypothetical example is used for illustrative purposes only. Actual results will vary.
The information in this calculator 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 the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
Leisman Insurance Agency, Inc. is an independent insurance agency focused on estate and business planning for high-net worth families and individuals. Leisman Insurance Agency, Inc. does not provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Jennifer Leisman Dessert (CA Insurance Lic. #0K34725) is an agent licensed to sell insurance through various independent unaffiliated insurance companies including New York Life Insurance Company and other major carriers. Leisman Insurance Agency, Inc. is not owned or operated by any of these companies or their affiliates. They are not registered in all jurisdictions.
This material was written and prepared by Emerald Connect, LLC.
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