Alternate Strategies for Stretch IRA

Omaha, Neb. – July 1, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced that it will acquire Jacob William Advisory in Cockeysville, Md., led by founding partners and wealth advisors Mark Ring and Dan Morrison, CFP®, ChFC®, CASL®. The team manages approximately $300 million in …

Omaha, Neb. – June 23, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced that it will acquire its Carson Wealth location in Salt Lake City, Utah. A Carson Partner firm since 2017 and Carson Wealth office since 2022, the practice is led by Duane Toney, …

Omaha, Neb. – June 12, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), has been recognized as a recipient of the 2025 Business Excellence Award in the area of civic engagement by the Greater Omaha Chamber of Commerce. This prestigious award honors Carson’s unwavering commitment to …