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LEGACY RETIREMENT ADVISORS, INC.

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Taxes & Social Security

Take Charge Of Your Taxes

Tax Strategies For Retirement Buckets: Create Tax Choices

What When Who How: The Social-Security Decisions

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. There are 3 levels of membership which include standard membership, Court of the Table and Top of the Table. The MDRT logo and/or trademarks are property of their respective owners, and no endorsement of Michael Hepner, Antonio LaQuatra, or Legacy Retirement Advisors, Inc., is stated or implied.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance services may be provided by Hepner, Inc., or LaQuatra, Inc. The insurance products offered are not subject to Investment Advisor requirements. AEWM, Hepner, Inc., and LaQuatra, Inc., are not affiliated companies. Investing involves risk including the potential loss of principal. Any references to protection benefits, safety, security, lifetime income, etc., generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Legacy Retirement Advisors, Inc. is not affiliated with or endorsed by the U.S. Government or any governmental agency.

AE Wealth Management Form ADV Part 3

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement. The information and opinions contained in any of the material contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Legacy Retirement Advisors, Inc. is stated or implied. 1792087- 8/23

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