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Select all	Document Name	Date
	Taxes and Retirement Brochure Actions Download Subscribe Add to favorites Information Information Description: This is a brochure intended to educate plan participants on taxes and retirement. Publication date: Jan 8, 2025 Target Audience: For Individuals Product group: Done	Jan 8, 2025
	Whitepaper for Tax Campaign Whitepaper Actions Information Information Description: Whitepaper for Tax campaign Publication date: Mar 31, 2025 Target Audience: For Professional Investor Use Only Product group: Done	Mar 31, 2025
	Retirement Wellness Video Series - Brochure Brochure Actions Information Information Description: This is a brochure intended to share with plan sponsors to give an overview of the Retirement Wellness Video Series. Publication date: Jun 25, 2025 Target Audience: For Professional Investor Use Only Product group: Done	Jun 25, 2025
	Loss Harvesting and Wash Sale Rule Considerations Brochure Actions Download Email Subscribe Add to favorites Information Information Description: Loss harvesting and wash sale rule considerations. Publication date: Apr 18, 2024 Target Audience: For Individuals Product group: Done	Apr 18, 2024
	Deck: Tax Essentials Presentation Actions Information Information Description: Tax Essentials Deck Publication date: Sep 30, 2025 Target Audience: For Professional Investor Use Only Product group: Done	Sep 30, 2025
	2024 Model Cap Gain Estimates - from Turnover Investor Education Actions Information Information Description: 2024 Model Cap Gain Estimates - from Turnover Publication date: Dec 3, 2024 Target Audience: For Professional Investor Use Only Product group: Done	Dec 3, 2024
	Brochure: SRA Strategic Liquidation Brochure Actions Information Information Description: tax, taxes, strategic liquidation, spiderrock, SRA, options, option, covered call, collar, concentrated stock, protective put, call writing, option strategies, options strategies, hedging. Publication date: Jul 22, 2025 Target Audience: For Professional Investor Use Only Product group: Separately Managed Accounts Done	Jul 22, 2025