Tax Gap Archives | Legacy Wealth Management

Fall Newsletter 2022

Fall Newsletter 2022

Your Questions: Answered. Is social security going to run out by the time I need it? How am I supposed to enjoy my retirement with the

By Alyssa Adams|2023-07-06T12:53:47-06:00September 23rd, 2022|Categories: Newsletters|Tags: 2022, down market, economy, market, newsletter, social security, SSI, tax gap|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).