We prepared these FAQs to help you and support the marketing of Springline Capital's retirement plan solutions. This content is not intended as tax advice.

Prospective investors should confer with their personal tax advisors regarding the tax consequences of investing with Springline Capital based on their particular circumstances. Investors and their personal tax advisors are responsible for how the transactions conducted in an account are reported to the IRS or any other taxing authority on the investor's personal tax returns.  Springline Capital assumes no responsibility for the tax consequences to any investor of any transaction.  Expected returns and risk characteristics are no guarantee of actual performance.
 
These results were achieved by means of the retroactive application of a model designed with the benefit of hindsight. The results of the historical simulations are intended to be used to help explain possible benefits of the tax-loss harvesting strategy and should not be relied upon for predicting future performance.  Actual investors with Springline Capital may experience different results from the results shown. There is a potential for loss as well as gain that is not reflected in the hypothetical information portrayed. Investors evaluating this information should carefully consider the processes, data, and assumptions used by Springline Capital in creating its historical simulations.
 
Unless otherwise indicated, the information has been prepared by Springline Capital and has not been reviewed, compiled or audited by any independent third-party or public accountant. Springline Capital does not control the composition of the market indices or fund information used for its calculations, and a change in this information could affect the results shown