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Retirement Investment Specialists

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, IA, ID, MA, MD, ME, MI, MN, MO, MT, NH, NY, OH, OR, PA, SC, VA, WA. Other states available upon request.

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