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Select all	Document Name	Date
	Taxes and Retirement Brochure Actions Download Subscribe Add to favorites Information Information Description: This is a brochure intended to educate plan participants on taxes and retirement. Publication date: Jan 8, 2025 Target Audience: For Individuals Product group: Done	Jan 8, 2025
	Taxes should be simpler Presentation Actions Information Information Description: Taxes should be simpler Publication date: Dec 31, 2024 Target Audience: For Professional Investor Use Only Product group: Done	Dec 31, 2024
	Whitepaper for Tax Campaign Whitepaper Actions Information Information Description: Whitepaper for Tax campaign Publication date: Mar 31, 2024 Target Audience: For Professional Investor Use Only Product group: Done	Mar 31, 2024
	Retirement Wellness Video Series - Brochure Brochure Actions Information Information Description: This is a brochure intended to share with plan sponsors to give an overview of the Retirement Wellness Video Series. Publication date: Jun 27, 2024 Target Audience: For Professional Investor Use Only Product group: Done	Jun 27, 2024
	BlackRock & 55ip Tax Alpha End Client Brochure Brochure Actions Download Email Subscribe Add to favorites Information Information Description: BlackRock & 55ip End-Client Tax Brochure Publication date: Oct 1, 2024 Target Audience: For Individuals Product group: Done	Oct 1, 2024
	Loss Harvesting and Wash Sale Rule Considerations Brochure Actions Download Email Subscribe Add to favorites Information Information Description: Loss harvesting and wash sale rule considerations. Publication date: Apr 18, 2024 Target Audience: For Individuals Product group: Done	Apr 18, 2024
	2024 Model Cap Gain Estimates - from Turnover Investor Education Actions Information Information Description: 2024 Model Cap Gain Estimates - from Turnover Publication date: Dec 3, 2024 Target Audience: For Professional Investor Use Only Product group: Done	Dec 3, 2024
	SRA Strategic Liquidation Brochure Actions Information Information Description: tax, taxes, strategic liquidation, spiderrock, SRA, options, option, covered call, collar, concentrated stock, protective put, call writing, option strategies, options strategies, hedging. Publication date: Jul 24, 2024 Target Audience: For Professional Investor Use Only Product group: Separately Managed Accounts Done	Jul 24, 2024