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Coromandel Wealth Strategies

Lexington Financial Advisor

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Tax Information

Ed Slott Advisor Group

As members of the Ed Slott Masters Elite IRA Group, we receive ongoing education, updates, and material on tax laws and issues that impact our clients’ taxes and income. Fill out the form to receive a sample of the material we regularly provide to our clients. 

What you will receive:
  • 2024 Tax Rates and Brackets
  • Retirement Plan Contribution Limits
  • Tax Planning for Investment Income (NIIT)  
  • Health Savings Accounts (HSA)

Get Your FREE Tax Information

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Coromandel Wealth Strategies
13 Maple Street
P.O. Box 391
Lexington, MA
(781) 728-9001
info@coromandelwealth.com

Coromandel Wealth Strategies
Certified Financial Planner

Advisory services offered by Astoria Portfolio Advisors LLC, a Registered Investment Advisor.

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