top of page

best advisors

Home
- Getting Started
Our Team
- Services
Latest Insights
2025 | Annual CEO Letter
- 2024 | Annual CEO Letter
Contact
- Newsroom
- Log In
More

Use tab to navigate through the menu items.

THE BEST

Insights From Our Office

Ascend Advisory News: What you need to know about new retirement savings and distribution rules

Jan 11, 20231 min read

Ascend Advisory News: What you need to know about new retirement savings and distribution rules

PM-05112026-7285276.1.1

Ascend Advisory Group, LLC | 6767 Longshore St., Suite 300 | Dublin, OH 43017 | 614.784.6000

©2020 Ascend Advisory Group.

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

Site Map | Privacy Policy | Notice of Data Collection | Do Not Sell or Share My Personal Information | Legal | Security

NOTE: When you click on the link, you will leave the website. FINRA’s Broker Check. Obtain more information about our firm and its financial professionals.

bottom of page