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Disclosure:

This content is intended solely for marketing and educational purposes. It does not address the details of your personal situation and is not intended to be an individualized recommendation that you take any particular action, including rolling over an existing account. When deciding whether to roll over a retirement account, you should carefully consider your personal situation and preferences, including: available investment options, fees and expenses for each option, services, withdrawal penalties, protections from creditors and legal judgments, required minimum distributions, and treatment of employer stock. Before deciding to roll over, you should research the details of your current retirement account, your current fees and expenses, and consult tax and other advisors with any questions about your personal situation.

PenChecks Trust Company of America (“PenChecks Trust”) provides custody and recordkeeping services for the NextLevel IRA, including publication of the lineup of mutual funds available in the platform. PenChecks Trust is a state-chartered, non-depository trust company regulated by the South Dakota Division of Banking, and is a qualified custodian. PenChecks Trust does not provide accounting, investment, legal or tax advice.

The Automated Personalized Portfolio™ option is provided by LeafHouse Financial Advisors, LLC (“LeafHouse”). LeafHouse is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. LeafHouse reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. More information about LeafHouse including their investment strategies, fees, and objectives can be found in their ADV Part 2, which is available upon request.

If you currently participate in a 401(k) plan please understand that this content is part of a general offering and that neither PenChecks Trust nor any of its affiliates, nor LeafHouse are acting as a fiduciary, or providing investment advice or recommendations, with respect to your decision to roll over assets in your 401(k) account or any other retirement account.

The articles and client support materials available are educational only and are not accounting, investment, legal or tax advice.

We want you to know a few things:

Let’s Talk About Risk:

Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results and the likelihood of investment outcomes are hypothetical in nature.

Investments in securities (e.g., mutual funds) are:

Not FDIC Insured • Not Bank Guaranteed • May Lose Value.

Before investing, consider your investment objectives, fees and expenses. LeafHouse’s automated, technology-enabled advisory services are designed to assist clients in achieving discrete retirement-related financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see LeafHouse’s Form CRS, Form ADV Part II and other disclosures.

Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where LeafHouse is not registered.

Who Provides the Market Data?

PenChecks Trust and LeafHouse assume no responsibility or liability whatsoever for the content, accuracy, reliability or opinions expressed in third-party websites, to which a published article links (a “linked website”). Such linked websites are not monitored, investigated, or checked for accuracy or completeness by PenChecks Trust or LeafHouse. It is your responsibility to evaluate the accuracy, reliability, timeliness and completeness of any information available on a linked website. All products, services, and content obtained from a linked website are provided “as is” without warranty of any kind, express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, security, or accuracy. If PenChecks Trust and/or LeafHouse has a relationship or affiliation with the author or content, it will note this in additional disclosure.

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