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- The transition from Vanguard to Schwab
- New investment options available, including Personal Choice Retirement Accounts (PCRAs)
- Topics such as Backdoor Roth IRAs
Taylor Salisbury is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. Stratos Wealth Partners and LPL Financial are not affiliated with Charles Schwab. All investing involves risk, including possible loss of principal. This presentation is for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.