Uncategorized Archives - Legacy Wealth Management

IRS Changes Required Minimum Distributions in 2022

IRS Changes Required Minimum Distributions in 2022

Well, I have some good news and I have some good news... The first piece of good news is that people are living longer, and

By Mike Berry|2023-07-06T12:44:04-06:00February 15th, 2022|Categories: Uncategorized|Tags: 2022, RMD|0 Comments

Check the background of our investment professionals on FINRA’s BrokerCheck here.

This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice. Fixed insurance offered through Legacy Wealth Management, LLC.

Cambridge’s Form CRS (Customer Relationship Summary).