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Epoch Financial Group

Roth IRA Basics

Find out how a Roth IRA can help you build a source of tax-free retirement income.

All investment advisory services are provided in conjunction with AdvisorNet Wealth Management (“AWM”), an SEC registered investment adviser located in Minneapolis, Minnesota at 701 Fourth Avenue South, Suite 1500, Minneapolis, Minnesota 55415, www.advisornet.com /wealth-management-home/.

Investment advisory services offered through AdvisorNet Wealth Management. Epoch Financial Group and AdvisorNet Wealth Management are separate entities.

No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if AWM is engaged, or continues to be engaged, to provide investment advisory services.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if AdvisorNet is engaged, or continues to be engaged, to provide investment advisory services

*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. AWM does not serve as an attorney, accountant, or insurance agent. AWM does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Epoch Financial Group' representatives, in their separate individual licensed capacities, can be engaged to be provide insurance sales/services as described on AWM's written disclosure Brochure, per the terms and conditions of a separate engagement and fee.

All names, logos, and slogans identifying GS PFM or GS PFM's products and services (including, without limitation, HonestConversations®, MoneyMind®, FinLife®, Financial Control Scorecard®, Live Richlyâ„ , We Help You Live Richlyâ„ , Helping People Live Richly®, One Best Financial Life®, Ideal Life Index®, GuideCenter®, InvestmentViewfinderâ„ , United Capital Financial Life Management®, and Financial Years of Freedomâ„ ) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.

Check the background of this financial professional on SEC's Investment Advisor Public Disclosure website.

Thad Dunn
Jerry Dunn

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