Playbook

Playbook Welcome to Playbook — the app for growing your money with tax advantages and automation. We'll hel

How Much Money Do You Need to NEVER Work Again?
08/07/2024

How Much Money Do You Need to NEVER Work Again?

The above information is only for informational purposes and is not a recommendation to buy any specific securities, or ...
04/23/2024

The above information is only for informational purposes and is not a recommendation to buy any specific securities, or an offer to provide investment advisory services. Playbook Advisor clients will complete a questionnaire to see if a 401(k) rollover is appropriate for their profile. Past performance is no guarantee of future results.

Thank you to all our users!
04/21/2024

Thank you to all our users!

Playbook goes above and beyond to reduce your taxes and boost your returns.
04/19/2024

Playbook goes above and beyond to reduce your taxes and boost your returns.

Let us handle it. With Playbook Plus, just tell us how much cash you need, and we’ll make tax cost-effective withdrawals...
04/17/2024

Let us handle it. With Playbook Plus, just tell us how much cash you need, and we’ll make tax cost-effective withdrawals from several of your accounts, rebalance your portfolio, and make sure you don’t overpay to access your cash.

The above information is only for informational purposes and is not a recommendation to buy any specific securities, or ...
04/17/2024

The above information is only for informational purposes and is not a recommendation to buy any specific securities, or an offer to provide investment advisory services. Playbook Adviser clients who subscribe to Playbook Plus will receive portfolio recommendations tailored to their specific profile. The guarantee is not a promise of returns, but tax value generated relative to the membership fee paid. To learn more about the ROI Program, please see helloplaybook.com/playbookroi. Past performance is no guarantee of future results.

Investment losses can be used to offset your taxable income. For Playbook Plus members, we automatically harvest losses ...
04/15/2024

Investment losses can be used to offset your taxable income. For Playbook Plus members, we automatically harvest losses and rebalance your portfolio so you can get a discount on your tax bill.

The above information is only for informational purposes and is not a recommendation to buy any specific securities, or ...
04/15/2024

The above information is only for informational purposes and is not a recommendation to buy any specific securities, or an offer to provide investment advisory services. Playbook Adviser clients who subscribe to Playbook Plus will receive portfolio recommendations tailored to their specific profile. To learn more about tax efficient performance calculations, please see here. Past performance is no guarantee of future results.

Tax strategy is all about organization. With Playbook Plus, our algorithm constantly reviews your portfolio to make sure...
04/13/2024

Tax strategy is all about organization. With Playbook Plus, our algorithm constantly reviews your portfolio to make sure every dollar is in its proper place, like the Marie Kondo of tax planning. We reduce your taxes by keeping investments with higher cash flow potential (think dividend stocks & REITs) in the right tax-friendly accounts. And you never have to lift a finger.

FYI: You won’t find all of these strategies in any other investment app. Sign up for Playbook Plus to access these featu...
04/11/2024

FYI: You won’t find all of these strategies in any other investment app. Sign up for Playbook Plus to access these features.

Address

1 Letterman Drive
San Francisco, CA
94129

Website

Alerts

Be the first to know and let us send you an email when Playbook posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Playbook:

Shortcuts

Share

Category