Understanding the Secure Act 2.0

Riveredge Financial Services, Inc.

207 Marina Drive | Saint Simons Island, Georgia 31522 | 678-742-5600

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Riveredge Financial Services are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CT, FL, IL, KY, MD, NC, NY, OH, SC, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Diversification and asset allocation strategies do not assure profit or protect against loss. Past performance is no guarantee of future results. Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss, including total loss of principal. Cambridge does not provide tax advice.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Riveredge Financial Services makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.