tax-advantaged Archives - Legacy Wealth Management

Spring Newsletter 2021

Spring Newsletter 2021

Spring is in the Air Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In

By Sondra Pace|2022-03-09T14:48:00-07:00April 5th, 2021|Categories: Newsletters|Tags: election, fraud, Government, Roth IRA, SECURE Act, stimulus, Stock Market, tax-advantaged, unemployment|0 Comments

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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).