DISCLOSURES
How to save for retirement, the options available, and/or when/how to open a retirement account is unique for each individual. A number of factors have to be considered and for this reason it can be a difficult process to find the options that are most beneficial for you. No guarantee or warrantee is made that any of the information submitted or referenced here will be suitable, profitable, or prove successful. Other retirement saving options exist that may be better suited to your individual needs. Please consult a professional, including, a financial, tax, legal and/or human resources professional before implementing anything referenced herein.
The information presented here is not intended to be regarded as a comprehensive list of retirement plans, considerations, including but not limited to, categories, services, or qualifications that a client or prospective client should consider when assessing or comparing retirement plans or retirement accounts. As the author of this piece, EP Wealth Advisors, LLC (“EPWA”) has tailored the messaging of this article to align with the categories, services, qualifications, capabilities and services that it offers and can service. EPWA makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented. EPWA reserves the right to make changes to some or all of the information displayed here without notice.
There is no guarantee that the services detailed herein will be offered to a client, or if offered, that they will be offered in the manner outlined here. The services EPWA offers clients is dependent on the requirements of each client. In many instances, clients or prospective clients may not have a need for all or some of the services detailed.
The need for and type of retirement account that an individual or employer require are specific to the uniqueness of everyone’s circumstances. The referenced material identified herein is limited in nature and angles towards accounts and plans that align with the services offered by EPWA. There is no guarantee or warrantee that the services offered by EPWA will satisfy your financial service’s needs. Services offered by other advisors may be more suitable to your specific needs.
The content of this report is believed to be accurate as of the date of publication and cannot and does not accurately forecast future economic, market, or financial conditions; including changes to retirement benefits. For this reason, any subsequent changes, and/or that occur after the publication of this publication may cause the analysis encompassed herein to become inaccurate.
Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professionals. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Please consult a professional financial, tax, legal and/or human resources professional before applying any of the approaches or strategies made referenced directly or indirectly here.
Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
All investment strategies, including retirement accounts and plans, have the potential for profit or loss. Different types of investments and investment strategies involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. The risk of loss can never be eliminated even if working with a professional.
