Michael R. Slaymaker, CFP®, CLTC® First Vice President / Financial Advisor Janney Montgomery Scott LLC The Old Dominion Group 1800 Diagonal Road | Suite 550 Alexandria, VA 22314 |
1st Quarter 2024 |
Welcome to the latest issue of the Financial Connections quarterly newsletter. The topics for this issue are noted below. Please feel free to contact us with questions or to discuss in more detail at any time. We wish you all the best in the coming months. Topics in This Issue... * Investors Beware: This Surtax Is Creeping Up on You |
Michael R. Slaymaker, CFP®, CLTC® First Vice President / Financial Advisor Janney Montgomery Scott LLC The Old Dominion Group 1800 Diagonal Road | Suite 550 Alexandria, VA 22314 |
Janney Montgomery Scott LLC Financial Advisors are available to discuss all considerations and risks involved with various products and strategies presented. We will be happy to provide a prospectus, when available, and other information upon request. Janney Montgomery Scott LLC, its affiliates, and its employees are not in the business of providing tax, regulatory, accounting, or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any taxpayer for the purpose of avoiding tax penalties. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.
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