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Financial advisor's pocket reference guide: >> http://bit.ly/2eOvEyP << (download)
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2017 Tax Reference Guide. Nonspouse (and spouse if NOT sole) advisor regarding specific circumstances. W&S Financial Group Distributors,
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See SEI's advisor quick reference guide for more details. 3 Based on Financial Highlights section of Management Report of Fund Performance, December 31, 2012.
This handy and popular booklet provides financial advisors with the information needed on the tax and financial components of many life situations.
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