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Retirement and Expected Tax Obligations

Sima Alefi, AAMS®Wealth Management Advisor | May 15, 2020

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Serenity Financial Planning

Office: (858) 251-4545

Fax: (858) 251-4547

16870 West Bernardo Drive

Suite 400

San Diego, CA 92127

CA Insurance #0D63312

sima.alefi@lpl.com

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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. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. 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.

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Susan A. Alefi is a Registered Representative with, and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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Susan Alefi | CA | 16870 W. Bernardo Drive, Suite 400, San Diego, CA 92127 | CA Insurance License # 0D63312