2025 Tax Summary

Rose Retirement Financial Services (License Number: 943284) is committed to providing financial products and services in full compliance with all applicable regulations, including SEC’s Regulation Best Interest. Our offerings focus on fixed indexed annuities and life insurance products, which are designed to provide financial security and peace of mind for our clients. We prioritize our clients’ best interests, ensuring that our recommendations are suitable based on individual financial situations and goals. Our products may involve various fees and have specific features such as surrender periods and tax implications, all of which we communicate clearly and transparently. We adhere to strict ethical standards, protect client data rigorously, and operate under the oversight of relevant regulatory bodies. While we provide expert guidance, we remind clients that past performance doesn’t guarantee future results, and we encourage consulting with a qualified tax advisor for specific tax-related questions. This statement is for informational purposes, subject to change, and doesn’t encompass all potential risks or considerations. By engaging our services, you acknowledge understanding these terms. For more detailed information about our fixed indexed annuities and life insurance products, please contact Rose Retirement Financial Services. (Last updated: March 26, 2025)