Tax Alert 2021

There is a great deal of uncertainty about what precisely the Biden administration might do to change the tax code. However, based on what we know so far about the potential tax plan, we have gathered the high points about coming changes to the tax code.

Join us for this important presentation where we will discuss:

• MARKET VOLATILITY: Strategies to help preserve your assets from a market downturn. Should you expect to have to make any
updates to your retirement plan based on policy proposed by the incoming administration? Learn how to overcome this and the 5 biggest obstacles to a successful retirement

• POTENTIAL TAX LAW CHANGES: Learn how you can reduce taxes on your Social Security, Capital Gains, Interest Income, and
more. Take the steps now to prevent a huge tax bill in the future for you or your heirs.

• RETIREMENT INCOME: Will you have enough? How will Social Security benefits affect my taxes? What steps can I take to prevent
a huge tax bill? Are there benefits to waiting on drawing Social Security? Does this timing affect my other financial assets?
Learn how to maximize your Social Security and coordinate your benefits with your spouse.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow-up consultation where financial products may be presented or offered. Investment Advisor Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Barcomb Asset
Management is independent of BFCFS. This event is not affiliated with the US Government or any governmental agency. Our firm does not provide legal or tax advice. Please consult a tax and/or legal professional for guidance with your individual situation.