Spreading your conversions across multiple years can keep you in lower tax brackets. We plan incremental steps so you don’t trigger higher obligations. Preserve more of your wealth through strategic pacing. Call 818-435-4555 or email david@shidoosh.com to space out conversions! 📊✨ #SpreadConversions #LowerTaxBracket #IncrementalApproach #PreserveWealth #StrategicPacing
Investment Advisory Services offered through Shidoosh Wealth Management LLC, a Registered Investment Advisor. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Shidoosh Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Shidoosh Wealth Management LLC.
SWM is not affiliated with any social media channels. SWM does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by followers or any third parties on any of our social media channels including Facebook, Instagram, LinkedIn, etc. SWM does not control, serve, adopt or endorse any advertising, messages or content that any social media channels may publish on its site or on SWM’s social media channels. No part of our social media channels is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. By opting into SMS from a web form or other platforms, you are agreeing to receive SMS messages from Shidoosh Wealth Management LLC. This includes SMS messages for appointment scheduling, appointment reminders, post-visit follow ups, and billing notifications. Message frequency varies. Message and data rates may apply. See privacy policy at https://www.shidoosh.com/privacy-policy.
Shidoosh Wealth Management LLC © 2025
