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Thoroughbred Financial Agency

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Thoroughbred agents who are also registered representatives of Lincoln Financial Securities, based on individual registrations, can offer Investments to residents of Alaska (AK), Alabama (AL), Arizona (AZ), Arkansas (AR), California (CA), Colorado (CO), Connecticut (CT), District of Columbia (DC), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Iowa (IA), Idaho (ID), Illinois (IL), Indiana (IN), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Maryland (MD), Maine (ME), Michigan (MI), Minnesota (MN), Missouri (MO), Mississippi (MS), Montana (MT), North Carolina (NC), North Dakota (ND), Nebraska (NE), New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), Nevada (NV), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), South Carolina (SC), South Dakota (SD) Tennessee (TN), Texas (TX), Utah (UT), Vermont (VT), Washington (WA), Wisconsin (I), Virginia (VA), West Virginia (WV) & Wyoming (WY). Lincoln Financial Securities Corporation is a member FINRA & SIPC. Advisory services are offered to residents of KY through Representatives of Lincoln Financial Securities. Lincoln Financial Securities and their representatives do not offer legal or tax advice. LFS-4984059-100622

Lincoln Financial Securities Corporation is not affiliated with Thoroughbred Financial Agency

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.

LFS-4984059-100622

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