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Biden Tax Plan & SECURE Act 2.0

Gray Pendleton, CFP®, PPC®, AIFA® | March 13, 2023

Contact

Pendleton Financial

Office: 919.781.4167

Fax: 919.781.3589

2607 Oberlin Road

Raleigh, NC 27608

team@pendletonfinancial.com

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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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Advisory Services offered through Pendleton Financial, LLC, an SEC Registered Investment Advisory Firm.

Links to Disclosures:

ADV Part 2 Brochures

Form CRS