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Rollover Education Document

By Independence Square

Use this document to educate prospects on the “four options” for what to do with employer sponsored retirement plans upon separation.

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12 days ago
Independence Square Advisors@isqadvisors
Insights from modern independent registered investment advisor. Home of the 100% payout. Securities offered through LPL Financial, member SIPC. https://t.co/0ZqgzC0sI8
Total Tweets49
Followers97
Following947
Independence Square Advisors @isqadvisors
High frequency data shows that consumer credit/debit transactions have maintained a baseline level throughout the fall and winter, while anything travel related has remained significantly below pre-pandemic levels. https://t.co/x4PCpdPvHc
49 days ago
Independence Square Advisors@isqadvisors
Insights from modern independent registered investment advisor. Home of the 100% payout. Securities offered through LPL Financial, member SIPC. https://t.co/0ZqgzC0sI8
Total Tweets49
Followers97
Following947
Independence Square Advisors @isqadvisors
isqadvisors Retweeted
Zachary Mineur, CFA@greenbackzach
CIO & Co-Founder @isqadvisors - markets, science, policy, coffee, dogs, bball - Securities offered through LPL Financial, Member SIPC https://t.co/ByaEosHXVh
Total Tweets2.85K
Followers2.09K
Following1.53K
@greenbackzach: Twitter monthly active users appears topped out at 340M while Facebook screams past 2.5 Billion. https://t.co/h1JaejEcul
1
50 days ago
Independence Square Advisors@isqadvisors
Insights from modern independent registered investment advisor. Home of the 100% payout. Securities offered through LPL Financial, member SIPC. https://t.co/0ZqgzC0sI8
Total Tweets49
Followers97
Following947
Independence Square Advisors @isqadvisors
isqadvisors Retweeted
Tracy Alloway@tracyalloway
Financial journalist at Bloomberg, co-host of Odd Lots. I like financial crisis hindsight, spurious correlation and puppies. London➡New York➡Abu Dhabi➡Hong Kong
Total Tweets16.95K
Followers115.68K
Following4.04K
@tracyalloway: The BOJ has become the biggest owner of Japanese stocks with a $434 billion portfolio, according to one estimate.

https://t.co/BWrlYrFkKQ https://t.co/ZqsXs8zxkK
149
55 days ago
Independence Square Advisors@isqadvisors
Insights from modern independent registered investment advisor. Home of the 100% payout. Securities offered through LPL Financial, member SIPC. https://t.co/0ZqgzC0sI8
Total Tweets49
Followers97
Following947
Independence Square Advisors @isqadvisors
Vaccine timeline via @GoldmanSachs https://t.co/vYmcF2IG1N
56 days ago
Independence Square Advisors@isqadvisors
Insights from modern independent registered investment advisor. Home of the 100% payout. Securities offered through LPL Financial, member SIPC. https://t.co/0ZqgzC0sI8
Total Tweets49
Followers97
Following947
Independence Square Advisors @isqadvisors
Holiday #airtravel numbers down ~40% from 2019. https://t.co/jOw6kdV86t
1
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Securities and Retirement Plan Consulting Program services offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC*. Other advisory services offered through Independence Square Holdings, a registered investment advisor. Independence Square Holdings is a separate entity from LPL Financial.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, DE, FL, GA, ID, IL, MA, MD, ME, MT, NJ, NY, PA, SC, TX, VA, WA, WI, WY.
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