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304 S. Harbor City Blvd, Suite 200, Melbourne, FL 32901

hello@threebridgesplanning.com

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Office: (321) 225-3154

Fax: (321) 926-4335

304 South Harbor City Blvd

Suite 200

Melbourne, FL 32901

hello@threebridgesplanning.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.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (Kestra PWS). Three Bridges Planning is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Three Bridges Planning and Kestra IS are not affiliated.

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*The fiduciary standard of care applies to investment advisory services and includes duty of care for duration of advisory-client relationship. Other standards may apply in certain circumstances. Fiduciary standards or fiduciary duties do not apply, for example, when offering insurance or brokerage products/services. Please see advisor's Client Relationship Summary (form CRS) for scope and terms of relationship.

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Converting a traditional IRA to a Roth IRA is a taxable event and could result in additional impacts to your personal tax situation, including the taxation of current social security benefit payments. Investment strategies that seek to enhance after-tax performance may be unable to fully realize strategic gains or harvest losses. Tax-loss harvesting involves the risks that the new investment could perform worse than the original investment and that transaction costs could offset the tax benefit.