Although this booklet contains general information regarding federal tax consequences of swapping, we suggest you consult your own tax advisor for more specific advice regarding your individual tax situation. (investinginbonds.com)
Based on the results, it then pairs you with tax advisors who have specialized expertise in your unique tax situation. (blockadvisors.com)
You should consult your estate - planning attorney or qualified tax advisor regarding your situation. (edwardjones.com)