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Ehlen Heldman

Planning Essentials

Welcome to the Planning Essentials center!  We've put together a library of planning topics we believe you will find helpful!

 

Retirement Planning

Retirement Distribution Planning

What to Know About Medicare Enrollment

Tax Planning

Be Aware of the Tax Implications of Dividends

Effective Strategies to Minimize Your Tax Burden

Tax Loss Harvesting: The Power of Tax Loss Harvesting Explained

Tax-Smart Planning Tips: Maximizing Savings and Efficiency

The Benefits of Prepaying Itemized Tax Deductions

Understanding Health Savings Accounts and the Triple Tax Benefit

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.  Investment Advisory Services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.  

The Avantax family of companies exclusively provide investment products and services through its representatives.  Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links and some material within this website may have been created by Emerald Connect for use by an Avantax affiliated representative.  This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries.  Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

Method 10(R) is property of Avantax Wealth ManagementSM. All rights reserved 2020.

 

130 EAST EPLER AVENUE, SUITE A | INDIANAPOLIS, IN 46227 | PHONE: (317) 786-8001 | FAX: (317) 786-8030


Ehlen Heldman is the marketing name for Ehlen Heldman & Company, P.C. and EHC Wealth Advisors LLC

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Check the background of this financial professional on FINRA's BrokerCheck