Tax Planning: How to Prepare for Taxes at the End of the Year

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Patrick McNamara, CFP ^®
Claro Advisors, LLC

125 High Street, Suite 950
Boston, MA 02110

25 Recreation Park Drive, Suite 108
Hingham, MA , 02043

Phone: (617) 769-2226

Email: pmcnamara@claroadvisors.com

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Five Star Professional Disclosure

Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client.

FIDELITY INSTITUTIONAL ^SM

Fidelity INSTITUTIONAL ^S^M provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs),including strategic acquirers and professional asset managers, as well as retirement recordkeepers, dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.

Fidelity Investments and National Financial Services LLC (together "Fidelity") is an independent company, unaffiliated with Claro Advisors, LLC ("Claro"). Fidelity is a service provider to Claro. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Claro and does not guarantee, or assume any responsibility for its content. Fidelity is a registered trademark of FMR, LLC. Fidelity Institutional SM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC. Members NYSE, SIPC 94406210

Riskfirst ® is a registered trademark of Redwood Investments, LLC.

The companies listed on this page are independent companies and are unaffiliated with Claro Advisors, LLC. (“Claro”). These companies are service providers to Claro. There is no form of legal partnership, agency affiliation, or similar relationship between Claro and these companies, nor is any such a relationship created or implied by the information herein.

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