(408) 261-2275

Our Disclaimer

Tax Deferral Strategies, LLC

Updated: December 4, 2020

We respect the privacy of everyone who visits our website and are dedicated to protecting consumer privacy on the Internet.

This disclaimer notice discloses the following for,, and

All content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by DeferTax to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Tax Deferral Strategies, LLC does not offer advisory services. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Tax Deferral Strategies, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Fiduciary duty extends solely to tax deferral advice and does not extend to other activities such as insurance product sales, including annuities, life insurance, and long-term care insurance or broker dealer services. The client is under no obligation to purchase products or services through Tax Deferral Strategies, LLC or any related companies. Tax Deferral Strategies, LLC may receive commissions and other compensation when the client follows recommended strategies. Under no circumstances does is a recommendation made solely for generating compensation. All recommendations are in the best interests of the client.

Check the background of your financial professional on FINRA’s BrokerCheck.

For more information, contact the Chief Operating Officer for Tax Deferral Strategies, LLC at