Pursuant to IRS Circular 230, The Myers Financial Services, is providing you with the following notification:
The information contained in any of our informational resources (includng but not limited to this website, our retirement planning workshops, and radio shows hosted by Mark J. Myers) is not intended to and cannot be used for anyone to avoid IRS penalties. Our informational resources support the marketing and promotion of insurance products. You should seek advice based on your particular circumstances from an independent tax advisor.
Myers Financial Services, and Mark J. Myers may not give tax or legal advice. Any discussion of taxes within our informational resources is for general information purposes only and does not purport to be complete or cover every situation.
Tax results and the appropriateness of any product for any specific taxpayer may vary depending on facts and circumstances. You should consult with and rely on your own independent legal and tax advisors regarding your particular set of facts and circumstances.
Investment advisory services offered through American Money Management, LLC, a SEC-Registered Investment Advisor. American Money Management does not provide legal or tax advice. Investment Advisor Representatives of American Money Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Investment advisory services offered by way of agreement with American Money Management, LLC (AMM), an SEC-Registered Investment Advisor. Insurance and annuity products are sold separately through Myers Financial Services. Myers’ Insurance and annuity product representations and transactions are, in no way affiliated with AMM. Securities transactions and custody for AMM client accounts are through Charles Schwab Institutional, and TD Ameritrade.