Forms - SLN Financial

Financial Decision Making

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We have NEVER heard of Phantom Income Taxation prior to today. *TrueFalse

We pay taxes on our Social Security Income. *TrueFalse

We report interest income, dividends, or capital gains on Page 1 of our tax return. *TrueFalse

We own a tax-deferred Annuity. *TrueFalse

We do NOT own a Variable Insurance Trust. *TrueFalse

We do NOT have a Roth Rollout Strategy. *TrueFalse

We do NOT know how the new Secure Act will affect our heirs when inheriting our IRA/qualified plan. *TrueFalse

We have a Long-Term capital Loss carryover (LTCLC). *TrueFalse

We did NOT pay our CPA a "tax forward" planning fee last year. *TrueFalse

We do NOT have a written retirement plan that addresses income, risk, and taxation. *TrueFalse

We have 50% or more of our money in stocks, mid to long term bonds or mutual funds. *TrueFalse

(If a couple) Our income is NOT guaranteed for the rest of BOTH of our lives. *TrueFalse

We hold stocks, mid to long term bonds and mutual funds inside of our IRAs. *TrueFalse

We do not have Long Term Health Care Insurance. *TrueFalse

We own Mutual Funds, Variable Annuities, 401Ks or other risk type assets. *TrueFalse

We have never quantified undisclosed fees or unknown costs in our portfolio. *TrueFalse

Our portfolio is NOT worth 50% more than it was in the year 2000. *TrueFalse

We have earned less than 5% per year on our entire portfolio over the last 10 years *TrueFalse

We have more than $50,000 in Savings, CDs, Money Markets or Short-Term Bonds. *TrueFalse

We are NOT using the advice of a fiduciary when making investment decisions. *TrueFalse

Scott has taught me at least two concepts that I did NOT know. *TrueFalse

(If a couple) We are NOT always on the same page regarding money and risk decisions. *TrueFalse

We have LIKELY made decisions based on myths, misconceptions, or incorrect facts. *TrueFalse

We do NOT have a written process for making financial decisions. *TrueFalse

If Scott could help me with one thing, what would it be?

Disclaimer/Disclosure:
Scott L Nelson is registered with and offers only securities and Investmnent Advisory Services through AlphaStar Capital Management LLC., a SEC Registered Investment Advisor. SEC registrations does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability, AlphaStar Capital Management, LLC. And SLN Financial, Inc. are independent entities. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. SLN Financial, Inc. does not offer legal or tax advice.

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.

Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and SLN Financial, Inc. are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. SLN Financial, Inc. does not offer legal or tax advice.

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(435) 723-3370
(435) 723-8117
PO Box 723
106 South 100 West Brigham City, UT 84302
scott@askscottnelson.com
Life and Health Insurance Licenced