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From: "Scott Durrett" <scott.durrett@afs.ameriprise.com>
To: <danny@sterlingcal.com>
Subject: Tax checklist: 5 actions to consider before the filing deadline
Date: Tue, 07 Feb 2023 10:50:05 -0600
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Ameriprise
 

  


  
  Dalton and Associates 
 February 2023
 From My Practice(R)
  
 Prepared for: Danny Groina

  


 
 

 5 actions to take before April’s tax filing deadline
  
 
 Make tax season less stressful with this checklist.
  
 
https://click.afs.ameriprise.com/?qs=4743f8deb1e365d8bb1c455fb508e21e6b03269edf1c9c2571e12c885d92059a0cf9885734c4beda0c3665d44bd538b6de0c1e3876f88951c2000ef4f4a95af8 
PREPARE FOR TAX SEASON 
 
 

 
  
  
  
 
 Tax diversification: A tax strategy to help your assets last longer 
  
 Don’t let taxes diminish your savings more than necessary. Learn how tax diversification could help you keep more of your hard-earned retirement savings.
  
 
https://click.afs.ameriprise.com/?qs=4743f8deb1e365d83ab6e1c77dcbce1064dcfc675036eb21efff365a19787c21c53c6690c0d3b8a035955e9b92c8dd6e2ef41dfbac69d2c05e13d9711a6e6902 
LEARN MORE 
 
 
 
  
  
 
 Tax-smart retirement withdrawals: 4 factors to consider 
  
 
 This tax-efficient withdrawal strategy for retirement income may lessen your tax burden and help your retirement savings last longer.
  
 
https://click.afs.ameriprise.com/?qs=4743f8deb1e365d8b0b9a04eb7743f69767428df737d7dd4653f59fc8a1b78b04fe3a129f3265243570e52b15829e226a2299c74a5a26d88eaaea05d1e49cb8a 
FACTORS TO CONSIDER 
 
 
 
 


 SECURE Act 2.0: How new retirement rules may impact you 
 
 Get an overview of the key provisions, when they go into effect, and how they may impact your retirement strategy.
  
 
https://click.afs.ameriprise.com/?qs=4743f8deb1e365d82d4cc93ba0748949d0951543269b913bb6c4e2fcec5878e92f76daa9bdbede12e9d03d30cb075371a4262c8171745268f1ba842303de1b9f 
Learn more 
 
 



 
 

 

  
 Connect with me

  
  
 
 Scott Durrett 
  Financial Advisor 
  Associate Vice President 
  Dalton and Associates
  A private wealth advisory practice of Ameriprise Financial Services, LLC 
      
 
  
 562.308.4526562 


  

 
mailto:scott.durrett@ampf.com 

  
mailto:scott.durrett@ampf.com 
Email me  


  

https://click.afs.ameriprise.com/?qs=4743f8deb1e365d8525ef747a8f6ccf939a164fa3742bd1e2d1be407f9b64f0b5cb1d2a239486ca1e7a5821544f6f399d578df52b04442de5acbb2a8749fc341 

  
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Visit my site 


  

  
 
  
 
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 Scott Durrett

 Financial Advisor

  Associate Vice President

   Dalton and Associates

  A private wealth advisory practice of Ameriprise Financial Services, LLC 

  

    2029 Century Park E Ste 2550

  Los Angeles, California 90067-2936

 

  

  Office Phone: 562.308.4526562

   Email: scott.durrett@ampf.com

   Website: www.ameripriseadvisors.com/scott.durrett 


  

  

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   </head>
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<div class="preheader" style="font-size: 1px; display: none !important;">Tax strategies to help your assets last longer.</div>
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              Dalton and Associates</div></div> <!--PWA Team brand end--> <!--PWA advisor brand--> </th><th align="left" class="mobileStack" dir="ltr" style="width: 344px; text-align: left; color: rgb(77, 78, 83); line-height: 30px; font-family: &quot;FranklinGothicBook&quot;, Arial, Helvetica, sans-serif; font-weight: normal; vertical-align: bottom; mso-line-height-rule: exactly;" valign="bottom" width="344">
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             February 2023</div><div style="font-family: &quot;PublicoHeadlineRoman&quot;, &quot;Times New Roman&quot;, Times, serif; font-size: 24px;">
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             Prepared for: Danny Groina</div></th></tr></table></td><td class="mobileWidth22px" style="width: 28px;" width="28">
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                    5 actions to take before April’s tax filing deadline
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                  Make tax season less stressful with this checklist.
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                        <a   data-linkto="other" href="https://click.afs.ameriprise.com/?qs=4743f8deb1e365d893eb4acaaf1efcecc61bf054e9212d466c2394026cb7433f7ff532e0721390d7bb02e5d0871e457563cff353f66e92ec65b96e533565fcd9" target="_blank" style="padding: 6px 14px; text-transform: uppercase; color: #ffffff; font-size: 14px; mso-line-height-rule: exactly; line-height: 17px; text-decoration: none; display: block; font-family: 'Franklin Gothic Medium', Arial, Helvetica, sans-serif;">PREPARE FOR TAX SEASON</a>
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                    Tax diversification: A tax strategy to help your assets last longer 
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                  </div>Don’t let taxes diminish your savings more than necessary. Learn how tax diversification could help you keep more of your hard-earned retirement savings.
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            <strong>Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.</strong>
            <br>
            <br>
            Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
            <br>
            <br>
            Ameriprise Financial Services, LLC. Member FINRA and SIPC.
            <br>
            <br>
            &copy; 2023 Ameriprise Financial, Inc. All rights reserved. 
            <span style="white-space: nowrap;"> 27839_707-<span id="RecipVer"><!---->P<!----> (02/23)</span></span>
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