Playbook - Tax Smart Investing 2.0.2

Playbook is an application that provides a structured approach to help you grow your wealth while minimizing tax liabilities, empowering you to achieve your desired lifestyle sooner.

Understanding the importance of tax advantages is crucial. The government offers yearly opportunities to increase your wealth and reduce taxes through specialized accounts like 401(k)s, IRAs, and Roth IRAs, among others.

Playbook aids in identifying missed financial prospects by analyzing your bank accounts, capitalizing on potential earnings and tax benefits that you might have overlooked. Taking timely action is imperative as these opportunities are time-sensitive.

Maximizing tax-advantaged accounts is central to the strategy. Playbook identifies eligible accounts and integrates them into your financial plan, enabling you to leverage special tax benefits associated with investments like 401(k)s, Traditional IRAs, Roth IRAs, and HSAs.

Based on your financial situation, Playbook crafts a comprehensive plan to optimize investments, tax benefits, and long-term objectives. This plan is fully customizable, allowing you to adjust risk profiles and timelines according to your individual needs.

Ensuring that your investments align with your goals, Playbook provides customizable risk profiles and diversified portfolios tailored to your plan. Whether you are new to investing or experienced, Playbook offers guidance every step of the way.

Say goodbye to uncertainty about managing your finances with Playbook's guidance towards financial freedom.

For further details, please refer to the Playbook Terms and Conditions.

PLAYBOOK APP | Starting at $19/month

• Essential: $19/month or $179/year - Includes financial planning, financial aggregation, investment tools, and automated savings without additional fees.
• Plus: $59/month or $348/year - Offers advanced features such as Tax Loss Harvesting, Asset Location, and Smart Withdrawals in addition to Essential features.

DISCLOSURES

• The investment advisory service is provided through Herring Labs, Inc. ("Playbook"), which is not a registered investment adviser.
• Investment services are offered by Herring RIA Sub, LLC ("PB Advisers"), a registered SEC advisor that is a subsidiary of Playbook but operates as a separate entity. Securities in your account are protected up to $500,000 through SIPC.
• Brokerage services are not FDIC insured or guaranteed by a bank. Investments may involve risks and past performance does not guarantee future outcomes. For additional information and necessary registration forms, visit: SEC Adviser Info.
• The communication does not constitute tax advice or a solicitation to trade securities. Links to external services do not imply endorsement or affiliation unless expressly stated.
• To open an investment account, individuals must be 18 years or older and residents of the United States.