Playbook - Tax Smart Investing

Playbook is a step-by-step app for growing your money and minimizing taxes so you can live the life you want, sooner.

Why are tax advantages urgent?
Every year, the government gives you opportunities to grow your money and pay less in taxes — made possible by tax-advantaged accounts like 401(k)s, IRAs, Roth IRAs etc.

These tax opportunities expire every year. If you delay (even just one year) on filling those accounts, you’ll miss out on decades of compounding interest and an unbelievable opportunity to build wealth.

On the flipside, the sooner you start maxing out those accounts, the more likely it is that you’ll reach financial freedom sooner with the most money possible.

HOW DOES PLAYBOOK WORK?

We find your missed opportunities.
Simply connect your bank accounts and Playbook finds the earnings and tax opportunities you’re missing.

Then, we work those opportunities into your plan so you can super-charge your net worth.

There’s a catch! This is time sensitive. If you don’t start strategically building wealth today, you’ll miss out on years of compounding interest.

We optimize your tax advantages.
One of the most critical parts of your plan is maxing out your tax-advantaged accounts. Playbook finds your eligible accounts and works them into your plan.

What are tax-advantaged accounts? Accounts with special tax benefits so you can pay less in taxes. Think 401(k), Traditional IRA, Roth IRA, HSA etc.

We build your delightful financial plan.
Based on your finances, we craft a holistic plan to optimize your investments, tax advantages, and goals. Then, we automate it for you.

The best part? Your plan is fully customizable — you can set unique risk profiles and timelines so your investments are tailor-made to your needs.

Together, we fine-tune your investments.
Your investments should be smart, adaptive, and perfectly dialed into your plan. We help you do that with customizable risk profiles and multiple, unique portfolios.

New to investing? Nice! There’s no better time to start, and we’ll guide you every step of the way.

You reach financial freedom!
Woohoo! Finally, you won’t have to wonder if you’re doing the best things for your money.

https://www.helloplaybook.com/terms

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PLAYBOOK APP | starting at $9 / mo
Playbook offers two tiers: Playbook Essential and Playbook Plus.

Essential costs $9 / month or $96 / year. With Essential, clients can build a financial plan, aggregate finances, invest, and even automate their savings. No additional fees!

Plus costs $59 / month or $348 / year. Plus includes all Essential features, as well as advanced features like Tax Loss Harvesting, Asset Location, and Smart Withdrawals.

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DISCLOSURES

The investment advisory service is part of the membership program offered by Herring Labs, Inc. (“Playbook”). Please note that Playbook is not a registered investment adviser.

Investment and brokerage services provided by Herring RIA Sub, LLC ("PB Advisers"), a registered investment advisor with the SEC and wholly-owned by, but a separate company too, Playbook. Securities in your account protected up to $500,000; for additional details, see www.sipc.org. Brokerage services and products are not FDIC insured or guaranteed by a bank. Investments may lose value, and past perfjoamcne does not guarantee future performance. For important disclosures and access to registration forms, please visit: https://adviserinfo.sec.gov/firm/summary/314783 Nothing in this communication should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Links or references to other services or products are not intended to imply that PB Advisers and/or any of its affiliates endorse, sponsor, promote or affiliate with the owners of those sites, or that PB Advisers endorse any information contained on those sites, unless expressly stated otherwise. Must be 18+ and US resident to open an investment account.