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Argent Bridge Advisors

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capital gains distribution
November 17, 2021 Blog, Financial Advisor, Financial Planning, Investments

Reducing Tax Burden with Capital Gains Distributions

Can you use distributed gains to reduce your tax burden? Capital gains

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estate planning
November 12, 2021 Blog, Estate Planning

Taxes Considerations After a Loved One’s Death

Although it is morbid to dwell on, the holiday season can see

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2022 tax changes
November 4, 2021 Blog, Financial Advisor, Financial Planning

How 2022 Tax Changes Impact You

The IRS recently announced the 2022 tax changes. This annual inflation adjustment means new

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Charitable Deductions
October 26, 2021 Blog, Financial Planning, Wealth Management

Charitable Deductions 2021 | Charles Schwab Donor Advised Funds

Are you planning for your charitable deductions in 2021? Whether you give

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charity financial advisor
October 15, 2021 Blog, Financial Advisor, Financial Goals, Financial Planning

How a Charity Financial Advisor Helps Your Charitable Giving

Financial advisors can do much more than just help you grow your

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Philanthropic Wealth Advisor
October 5, 2021 Blog, Wealth Management

Philanthropic Wealth Advisor | How to Use RMD Funds for Qualified Charitable Distributions

Planning for your financial future means deciding what to do with RMD

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Lockheed Martin Open Enrollment
September 27, 2021 Blog, Financial Planning

Lockheed Martin Open Enrollment and Benefits Package Planning

Are you taking advantage of all your employee benefits? Maybe things have

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NUA Distributions
September 6, 2021 Blog, Financial Advisor, Financial Goals, Financial Planning, Retirement

Understanding Net Unrealized Appreciation (NUA) Distributions

Understanding NUA distributions is important and can give your retirement plans a

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in-service distributions
August 11, 2021 Blog, Financial Planning, Investments

Understanding In-Service Distributions | Financial Planner Arlington, VA

Why are in-service distributions important? Well, with most retirement plans, a participant

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strategizing with a financial advisor in Northern Virginia before required distribution
June 25, 2021 Blog, Financial Advisor, Financial Planning, Retirement

Strategizing with a Financial Advisor in Northern Virginia Before a Required Distribution

Required distributions are part of IRS rules but there are ways to

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Argent Bridge Advisors

  • 8045 Leesburg Pike Suite 250, Vienna, VA 22182
  • (833) 568-4900
  • ABservice@argentbridge.com

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Securities offered through Triad Advisors, LLC Member FINRA (www.finra.org) and SIPC (www.sipc.org). Advisory services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Argent Bridge Advisors, LLC and Triad Advisors, LLC are not affiliated. Download our FORM CRS - CUSTOMER RELATIONSHIP SUMMARY, ADV Form , ADV2B Form and firm brochure . © Copyright 2021 all rights reserved.