This is a 5 minute update on Wealth Formula Banking changes that are occurring because of current tax legislation. PLEASE LISTEN NOW!
Accredited Investor
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According to the SEC, you are an accredited investor if your annual income exceeds $200,000/year ($300,000 if filing jointly) OR you have a net worth of greater than $1 million excluding your personal residence.
If you meet these criteria, congratulations! Check the box and someone will reach out to you within 24 hours to set up a follow up phone call.
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