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Important Disclosures: This material is provided for informational and educational purposes only. It does not consider any individual or personal financial, legal, or tax circumstances. As such, the information contained herein is not intended and should not be construed as individualized advice or recommendation of any kind.   

There is no assurance that any plan or strategy will be successful. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results, and nothing herein should be interpreted as an indication of future performance.  

The case study is provided for illustrative purposes only. The case study does not represent the experiences any of other clients, which could be materially different, nor does it indicate future performance. Each customer’s specific situation, goals, and results will differ. The results referenced do not reflect the impact of all fees, expenses, or other factors that can adversely affect actual results. The case study is prepared with the benefit of hindsight and there is no assurance that anyone could or would achieve the similar results shown. When reviewing the information, it is important to understand the limitations and risks associated with any case study and clients should review with their adviser the terms, conditions, and risks involved with any specific products and services before making any financial decisions.

Tax-deferred withdrawals are subject to ordinary income tax and may be subject to a 10% federal tax penalty if taken prior to age 59½. Investing involves risks, including possible loss of principal.  Consult with your financial professional before making any investment decision.  

We cannot guarantee that the information provided herein is accurate, complete, or timely and disclaims any liability arising from your use of, or any tax position taken in reliance on, such information. The information is provided “as is” without any express or implied warranties.  

Investment advisory services are offered through Investment Adviser Representatives (“IARs”) registered with Mariner Platform Solutions (“MPS”), an SEC registered investment adviser. MPS does not provide legal or tax advice.    

The IARs generally have their own business entities with trade names, logos, and websites that they use in marketing the services they provide through the Firm. Such business entities are generally owned by one or more IARs of the Firm. For additional information about MPS, including fees and services, please contact MPS or refer to Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.