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Income & Asset Advisory Inc.

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Income & Asset Advisory, Inc. is a SEC registered investment adviser. Income & Asset Advisory, Inc. may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. Income & Asset Advisory, Inc.'s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Income & Asset Advisory, Inc.'s web site on the Internet should not be construed by any consumer and/or prospective client as Income & Asset Advisory, Inc.'s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Income & Asset Advisory, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Income & Asset Advisory, Inc.. A copy of Income & Asset Advisory, Inc.'s current written disclosure statement discussing Income & Asset Advisory, Inc.'s business operations, services, and fees is available at the SEC's investment adviser public information website – www.adviserinfo.sec.gov or from directly from Income & Asset Advisory, Inc. upon request at no additional cost. Please call (914) 273-6800 to request a copy.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC.

Investment advisory services and financial planning provided by Income & Asset Advisory, Inc.

Income & Asset Advisory, Inc. is not affiliated with American Portfolios Financial Services, Inc.

Form CRS Privacy Policy

Income & Asset Advisory, Inc. throughout this website has provided links to various other websites. While Income & Asset Advisory, Inc. believes this information to be reasonably reliable, current and valuable to its clients, Income & Asset Advisory, Inc. provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.

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