7 Important Retirement Savings Topics for 2023
The following topics are important to keep in mind as you navigate the various individual and employer-sponsored plans that may be available to you.
The following topics are important to keep in mind as you navigate the various individual and employer-sponsored plans that may be available to you.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Forbes Best-in-State Wealth Advisor: Awarded to Paul West, Jason Juhl, and Michael David (2022). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years&apos experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 34,925 nominations received, based on thresholds – 19,640 invited to complete online survey – 14,476 telephone interviews – 2,657 in-person interviews at Advisor&aposs location, and 1,311 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency) Member FINRA / SIPC. Investment advisory services offered through CWM LLC an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners a division of CWM LLC is a nationwide partnership of advisors.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Privacy Policy | Important Disclosures | Cetera Advisor Networks Business Continuity Plan
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.
Copyright 2024 CWM, LLC. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.
Additional information about CWM LLC and our advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm's information on this website by searching for CWM LLC or by our CRD number 155344.
Terms of Use | Carson Privacy Policy
Carson Wealth's headquarters is located at 14600 Branch Street Omaha, NE 68154
