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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

 

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Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Understanding Equity Compensation

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

 

 

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Andrew Dlinn is registered with and offer securities through Kovack Securities, Inc. Member FINRA / SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Senior Wealth Management LLC is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.

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Senior Wealth Management, LLC
Office: 412-979-5770
Mobile: 412-979-5770
Fax: 412-422-4539

6348 Phillips Ave.
Pittsburgh, PA 15217

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adlinn@myseniorwealth.com

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