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2023 retirement & tax planning quick sheet

238 River Park N Dr.

Woodstock, GA 30188

(678) 741-2370
teamgia@goodwininvestment.com

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Alpharetta Financial Advisors

Goodwin Investment Advisory and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Goodwin Investment Advisory maintains clients. Goodwin Investment Advisory may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Goodwin Investment Advisory’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Goodwin Investment Advisory’s website on the Internet should not be construed by any consumer and/or prospective client as Goodwin Investment Advisory’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Goodwin Investment Advisory with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Goodwin Investment Advisory, please contact the SEC, FINRA or the state securities regulators for those states in which Goodwin Investment Advisory maintains a filing.

A copy of Goodwin Investment Advisory’s current written disclosure statement discussing Goodwin Investment Advisory’s business operations, service, and fees is available from Goodwin Investment Advisory upon written request. Goodwin Investment Advisory does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Goodwin Investment Advisory’s website or Incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (Including the investments and/or investment strategies recommended or undertaken by Goodwin Investment Advisory) made reference to directly or indirectly by Goodwin Investment Advisory in its website, or indirectly by a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.

Certain portions of Goodwin Investment Advisory’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Goodwin Investment Advisory’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Goodwin Investment Advisory, or form any other investment professional. Goodwin Investment Advisory is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Goodwin Investment Advisory’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Goodwin Investment Advisory, or from any other investment professional.

Goodwin Investment Advisory may provide links from this Site to a non- Goodwin Investment Advisory Website or permit a link from a non- Goodwin Investment Advisory Website to this Site. Such links are for your convenience only and do not imply any affiliation with, or an endorsement, authorization, sponsorship or promotion of the non- Goodwin Investment Advisory website or its owner Goodwin Investment Advisory does not control or review any link, and accepts no responsibility for the content, products or services provided at these linked websites. If you decide to access such non- Goodwin Investment Advisory Websites, you do so solely at your own risk and you should be aware that non- Goodwin Investment Advisory websites are governed by their own terms and conditions and privacy policies. Links to this site may be made only with the permission of Goodwin Investment Advisory A link to this Site may be permitted in Goodwin Investment Advisory’s discretion, where, without limitation, such link (a) is to this site’s homepage, (b) clearly informs users that the link is to the Goodwin Investment Advisory Website, (c) does not imply any affiliation, endorsement, sponsorship or other relationship between the link Goodwin Investment Advisory Website or the Website owner and Goodwin Investment Advisory, (d) delivers this site’s Content without framing or similar environment, and (e) maintains the integrity of this site’s layout, content and look and feel. Goodwin Investment Advisory reserves the right in its sole discretion to refuse permission or to cancel permission to link to this site at any time.

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