Deferrals Archives | Legacy Wealth Management

SECURE 2.0 Act – Your Retirement is Changing

SECURE 2.0 Act – Your Retirement is Changing

On December 23, 2022, President Biden signed a $1.7 trillion budget bill. The bill includes a number of provisions that directly effect the retirement planning

By Dan Funderburk|2023-01-10T14:57:04-07:00January 10th, 2023|Categories: Articles|Tags: 401(k), 403(b), Deferrals, retirement, SECURE Act|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, 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).