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Retirement

Retirement Traps to Avoid

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Securities Corp. Securities and investment advisory services offered through Lincoln Financial Securities Corp., a broker/dealer (member SIPC) and a registered investment advisor to residents of California.  In California, insurance may be offered through LFS Marketing & Insurance Sales Corporation and other fine companies. Lincoln Financial Securities and Arden Wealth Management are not affiliated.  Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Michael McCoy California Insurance License #0E254791

Firm disclosure information available at www.LFG.com. Lincoln Financial Securities and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances.  LFS-3544626-041221

 See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.

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Office: (925) 413-1841

254 San Rey Place

Danville, CA 94526

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