SECURE Act 2.0

130 East 200 South, Newton, UT 84327

dennis@ferguson-fg.com

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Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

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Office: (435) 535-0722

Fax: (866) 545-4756

130 East 200 South

Newton, UT 84327

dennis@ferguson-fg.com

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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. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. 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.

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Investment advisory services offered through RAE Wealth Management LLC dba Ferguson Financial Advisors; an investment advisor registered with the State of Utah.

Ferguson Financial Advisors unique CRD number is 323758. Registration does not imply any level of skill or training. You can obtain a copy of Ferguson Financial Advisors firm brochure (Form ADV Part 2A) free of charge by visiting FERGUSON FINANCIAL ADVISORS - Investment Adviser Firm (sec.gov).

Ferguson Financial Advisors offers investment advisory services only where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A.

Insurance services provided by Ferguson Financial Group, LLC.

Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, or early withdrawal fees, which vary by the issuer. They do not refer, in any way to securities or investment advisory products. You should consider the charges, risks, expenses, and investment objectives carefully before entering a contract. This material has been prepared for informational purposes only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice. This material is not intended to provide, and should not be relied on for tax, legal, accounting, or other financial advice. Evolution Wealth Management and Evolution Retirement Services do not provide tax, legal or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. Evolution Wealth Management and Evolution Retirement Services are affiliated entities.