Fox Financial and Insurance Services
California Insurance License #0523120
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Fox Financial and Insurance Services
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
Please Confirm
L. Gordon Etzweiler, CLU, ChFC
CA Insurance License #0523120
FOX Financial and Insurance Services
is not owned or operated by
NYLIFE Securities LLC or its affiliates.
Larry Gordon Etzweiler, CLU, ChFC is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the state(s) of California, Arizona, Oregon, Wyoming and Tennesee. No insurance business may be conducted outside these state(s) referenced.
Larry Gordon Etzweiler, CLU, ChFC is a Registered Representative of and offers securities products & services through NYLIFE SECURITIES, LLC, 1447 Ford Street, Suite 105 Redlands, CA 92374 (909) 792-4545. Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state referenced.
Larry Gordon Etzweiler, CLU, ChFC is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of California. As such, these services are strictly intended for individuals
residing in the specific state referenced.
NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies.
Copyright 2021. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.
NYLIFE Securities LLC, Member FINRA/SIPC.