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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Emerge Wealth Strategies

Office: (630) 297-7555

Fax: (630) 245-1230

4225 Naperville Road

Suite 265

Lisle, IL 60532

tzigo@wradvisors.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.

Valerie Janke, Tess Zigo and Laura Bare are Financial Advisors offering Securities and Investment Advisory Services through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor.

Waddell & Reed is not affiliated with Emerge Wealth Strategies.

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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 Waddell & Reed, Inc.

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