CLIENT RELATIONSHIP SUMMARY

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CLIENT RELATIONSHIP SUMMARY

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Anthony Powers

November 8, 2021

2022 Retirement Plan Limits

Anthony Powers

November 8, 2021

2022 Retirement Plan Limits

2022 IRS Limits on Retirement Contributions

Tagged: 401(k), 403(b), 457, IRA, Deferral Limit, Catch-up, IRS, KerberRose

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KerberRose Retirement Plan Services, 115 E 5th Street, Shawano, WI 54166, USA(715) 524-6626401kservices@kerberrose.com

(888) 324-6410 Email: 401kservices@kerberrose.com

Fox Cities Location: 4211 N. Lightning Drive, Appleton, WI 54913

Green Bay Location: 487 Riverwood Lane, Green Bay, WI 54313

Shawano Location: 115 East Fifth Street, Shawano, WI 54166

Michigan Location: 205 S Front St, Suite 2A, Marquette, MI 49855

KerberRose Wealth Management, LLC is a Registered Investment Advisor. Certain representatives of KerberRose Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. KerberRose Wealth Management, LLC is not owned or operated APW Capital, Inc. Financial Planning and Investment Advisory Services are offered through KerberRose Wealth Management, LLC. Check the background of this firm on FINRA's BrokerCheck / KerberRose Form CRS

KerberRose Wealth Management. (“Company”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. The Company may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-119492. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy, including those undertaken or recommended by the Company, will be profitable or equal any historical performance level(s). The Company is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.

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