Taxes in Retirement - Stonebridge Insurance and Wealth Management

Advisory services are offered through a Stonebridge Wealth Systems, LLC, SEC Investment Advisor. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Nebraska or where otherwise legally permitted. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Securities offered through World Equity Group, Inc., Member FINRA and SIPC.

See Form CRS HERE

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Stonebridge Insurance and Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states which they are licensed to conduct business in and to limit access to financial products and services offered by them to only those individuals in those states.

World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands.

Timothy Kulhanek is licensed to conduct securities business in: Nebraska, Kansas, Virginia, Texas, South Dakota, Oklahoma, Ohio, Colorado, Oregon, Florida, Arizona, Arkansas, Pennsylvania Timothy Kulhanek is licensed to conduct investment advisory business in: Nebraska Timothy Kulhanek is insurance licensed in: Nebraska, Colorado, & Texas.

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