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American Funds and Trusts, Inc.

3030 S. Main Street Suite #100
Salt Lake City, UT 84115

Phone:

801-466-8701

Fax:

801-466-8780

E-mail:

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It doesn`t happen Over Night,

It does happen Over Time!

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

How much do you need to save each year to meet your long-term financial goals?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

How much life insurance would you need to produce a sufficient income stream for your family?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck