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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Information and interactive calculators are provided by an independent third-party and are being made available to you as self-help tools for your convenience and are not intended to provide investment advice or be representative of actual results. Planned Solutions, Inc (“PSI”) does not guarantee their applicability or accuracy regarding your individual circumstances. The determinations made by these calculators should not be construed as guarantees or projections. Moreover, the reasonableness of certain information may change over time because of changes in factors such as tax law, investment trends and your personal circumstances. The information contained here is believed to be factual and up-to-date, PSI does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. 

Investment results can and will vary considerably depending on the type of securities involved, general market conditions and other factors. It is important that you periodically review and update your plans. All investments carry a degree of risk, including loss of principal, and past performance does not guarantee future results.

The effectiveness and potential success of a tax strategy, investment strategy, and financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Time-tested investment strategies, including asset allocation and diversification, do not guarantee a profit nor protect against loss. 

It is important to remember that these scenarios are hypothetical and that future rates of return can't be predicted with certainty and that investments that pay higher rates of return are generally subject to higher risk and volatility. The actual rate of return on investments can vary widely over time, especially for long-term investments. This includes the potential loss of principal on your investment. 

The index and sector performance data appearing or referenced above has been compiled by the respective copyright holders, trademark holders, or publication/distribution right owners. Historical performance results for investment indexes or sectors represented are for illustrative purposes only and do not represent actual portfolio performance. The indexes or sectors represented generally do not reflect the deduction of transaction and custodial charges, or the deduction of an investment-management fee, which would decrease historical performance results. Investors cannot invest directly in an index. Planned Solutions makes no warranty, express or implied, for any decision taken by any party in reliance upon such index information.

PSI does not provide accounting or legal advice. Please contact your accountant or attorney for advice pertinent to your personal situation.