HOMEABOUT RESOURCES ACCOUNT VIEWCONTACTAPPLY HERE Share | Related Content Making Your Tax Bracket Work Have you explored all your options when it comes to managing your taxable income? What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability. Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one. Contact Office: (831) 438-7223 Fax: (831) 438-6335 chris@difi.com Have A Question About This Topic? Name Email Question Check the background of your financial professional on FINRA's BrokerCheck. 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. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. The Advisors of Diversified Financial are Registered Representatives with and Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Diversified Financial, a registered investment advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, IL, NM, OH, OR, WA. Contact Diversified Financial Office: (831) 438-7223 Fax: (831) 438-6335 108 Whispering Pines Drive Suite 130 Scotts Valley, CA 95066 chris@difi.com CA Insurance License #0G98071 Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations