Brian Rosenbaum, CFP ®
Certified Financial Planner Professional™
Melnick Rosenbaum Wealth Management
brian@melnickrosenbaum.com
Office: 443-921-9993
Disclosure: this material was prepared by MarketingPro, Inc., and the information given has been derived from sources believed to be accurate. This is not intended as a guide for the preparation of tax returns, nor should it be construed as legal, accounting or tax advice. This information is subject to legislative changes and is offered "as is”, without warranty of any kind. Publisher and provider assume no obligation to inform readers of any changes in tax laws or other factors that could affect the information contained herein. SOURCES INCLUDE: thebalance.com, morningstar.com, nolo.com, investopedia.com, mysolo401k.net, irahelp.com, irs.gov, forbes.com, smartasset.com, ssa.gov, medicare.gov, shrm.org
Compliance Note: A1RB-0322-Mar22