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Downloadable Reports

Next Phase Financial offers free downloadable reports.

Download free reports from Next Phase Financial. These handy reports are provided free of charge for our website visitors. Select up to five reports. To receive your customized report select from the list below and fill out the required information. Your report will be delivered instantly.

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Understanding Health Insurance Terms

Tax 2017 Key Data Report

Tax Rate Schedule, Standard Deduction/Exemptions Gift & Estate Tax Exclusions, Tax Rates on Long Term Capital Gains

Social Security 2107 Key Data Report

Social Security Minimums and tax of Benefits

Retirement Plan 2017 Key Data Report

Retirement Plan Contribution Limits and other Financial Data
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NOTICE: These reports and this website are made available by the publisher for educational and informational purposes only. It is not be used as a substitute for competent insurance, legal, or tax advice from a licensed professional in your state. By using downloading these reports you understand that there is no broker client relationship between you and the report and website publisher.
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Next Phase Financial
3600 Arco Corporate Dr, Ste 220
Charlotte, NC 28273
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704.542.0447
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