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A Summary of the ClaysburgKimmel School Districts 403(b) Tax Sheltered Account ProgramPrepared by KadesMargolis Corporation Securities & Registered Investment Advisory Services offered through OWN

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Tax smart financial strategies are financial planning techniques that help individuals and businesses minimize their tax burden.

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Information such as income, expenses, deductions, credits, investments, and other financial details may need to be reported on tax smart financial strategies.

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