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At KerberRose Wealth Management LLC our team of financial advisors appreciated the insight provided by these timely articles. The articles delve into relevant financial topics, the latest accounting and tax news, and current trends and opportunities.

Time for a Plan Refresh?

Time for a Plan Refresh?

The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility under ERISA Section 404(a). However, there could be some plan committees who feel their participants are not consistently making prudent decisions. According to a recent JP Morgan survey¹ nearly 75…

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What is Roth 401(k)?

What is Roth 401(k)?

Roth 401(k) Basics Elective deferral contributions to a traditional retirement plan are contributed on a pre-tax basis and help lower your current taxable income. Roth elective deferral contributions, however, are much like a Roth IRA in that contributions are made on an after-tax basis. Money in the Roth account and…

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Your Retirement Date

Your Retirement Date

Retirement can be the most wonderful time of your life, truly the golden years. It is up to you to do what you can to make it so. Enjoying good health in retirement is key to quality of life. The other major determiner of quality of life in retirement is…

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Fifth Circuit Vacates the Fiduciary Rule

Fifth Circuit Vacates the Fiduciary Rule

On March 15, 2018, the U.S. Court of Appeals for the Fifth Circuit (the Court) nixed the Department of Labor’s (DOLS’s) Fiduciary Rule (the Rule) in a 2-1 decision in U.S. Chamber of Commerce v. DOL’s, 5th Circ., No. 17-10238. Background As background, the Rule amended ERISA’s definition of “fiduciary”…

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KerberRose Wealth Management LLC
115 E. 5th Street
Shawano, WI 54166

Phone 800-729-2065
Phone (Alt) 715-526-9400
Fax 715-524-2599


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KerberRose Wealth Management LLC is a registered investment advisory firm and the wealth management subsidiary of KerberRose Holdings LLC. Investment Advisory services offered through Investment Advisor Representatives of KerberRose Wealth Management LLC. We currently have individuals licensed to offer securities in the state of Wisconsin. This is not an offer to sell securities in any other state or jurisdiction.

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.