This hypothetical example is used for illustrative purposes only. Actual results will vary.
The information in this calculator is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
James Lee is a Registered Representative of and offers securities products and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer and investment advisor. In this regard, this communication is strictly intended for individuals residing in the states of Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Illinois (IL), Indiana (IN), Maine (ME), Massachusetts (MA), Maryland (MD), Minnesota (MN), North Carolina (NC), New Jersey (NJ), New York (NY), Pennsylvania (PA), Washington (DC), South Carolina (SC), Virginia (VA), West Virginia (WV). No offers may be made or accepted from any resident outside the specific states referenced. James Lee is also separately registered as an investment adviser representative under Lee Financial Associates, LLC, a registered investment advisor not affiliated with Royal Alliance Associates, Inc., Offering advisory services in the states of Maryland (MD).
This material was written and prepared by Emerald Connect, LLC.
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