This material is provided courtesy of Carolina Retirement Planners and contains general information to help you understand basic financial planning strategies.

Throughout the presentations, we may generally discuss different financial vehicles; however, nothing we say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments.

Our goal with this presentation is to expose you to ideas and financial vehicles that may help you work towards your financial goals. Please understand that we cannot make any promises or guarantees that you will accomplish such goals. All investments are subject to risk including the potential loss of principal. Any references to protection benefits generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Insurance products are offered through the insurance business Carolina Retirement Planners. Carolina Retirement Planners is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Carolina Retirement Planners are not subject to Investment Advisor requirements.

This presentation 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 Carolina Retirement Planners and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

Carolina Retirement Planners is not affiliated with the U.S. government or any governmental agency.

Despite efforts to be accurate and current, these presentations may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. 1944971 – 08/23

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