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OneSource Wealth Management

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

© 2023 OneSource Wealth Management.

This opinion material is written by OneSource Wealth Management and contains general information to help you understand basic investment strategies.

Throughout the website, we may generally discuss different financial vehicles; however, nothing we say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments.

Our goal with this website is to expose you to ideas and financial vehicles that may help you work toward your financial goals. Please understand that we cannot make any promises or guarantees that you will accomplish such goals. All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results.

Any references to protection benefits generally refer to insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

This website is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that OneSource Wealth Management and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Despite efforts to be accurate and current, this website may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this website.

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