Plan Amendment Required before Termination
The IRS allows termination of a retirement plan along with the option to rollover funds into a new retirement account. The key is to follow IRS guidelines, plan amendments, which protect the tax-favored status of your retirement plan during termination and ensure that plan participants can, further, rollover the funds to other qualified retirement plans.
Revocable Living Trust as the Beneficiary
of a Life Insurance Policy
Naming a Trust as the beneficiary of a life insurance policy or annuity is a very effective way of building flexibility into one’s estate settlement planning. The insurance company pays the death benefit to the Trust and the Trust dictates the scenario by which the distributions are made…
Be Our Guest at the Self-Directed Wealth Summit
We are proud to announce an exclusive online event, featuring top experts in wealth management, investment strategies, real estate, and taxation. This event is the Self-Directed Wealth Summit, taking place on August 30-31, 2016.
You can attend this event at home, in your office, or anywhere you have Internet access. All sessions are being recorded, so your registration entitles you to all the training after the event.
PLUS, we will be one of the featured presenters. You can be our special guest, and, if you sign up now, you can attend this event absolutely free!
Claim your free spot now
Protect the Your Loved Ones with Life Insurance
Life insurance is a vital part of the overall financial plan. Is your family protected with the life insurance? Do you know if you have enough coverage? Do you know if you are overpaying for your life insurance coverage? Our affiliate website BestTermLife.net has Life Insurance Needs Calculator and allows you to get a quote from top insurance providers at once. Have them compete for your business! Click below now to visit the website!
Wisdom from the Bible
“Owe no one anything, except to love each other, for the one who loves another has fulfilled the law.”
Could You Be the Next Success Story?
Many of our clients started with little knowledge of how a self-directed retirement account can help their investing ventures. This is why our team is here to provide all the support and guidance you need.
Explore the possibility of gaining total control over your retirement funds today, simply pick up the phone and call us at 949-228-9394. Or schedule a free appointment with one of our retirement planning experts:
Comment or Suggestion?
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Our team at Sense Financial is committed to educating individual investors, professionals and business owners about financial concepts that make sense. We offer live events in Southern and Northern California geared toward self-directed investing. We also offer webinars, so no matter where you are, you can join us and invest in yourself.
If we can be of any service to you, please give us a call or contact us via email. Our team is committed to providing quality service to our clients and investors.
Sense Financial Team
Disclaimer: Sense Financial Services LLC is not a fiduciary and does not provide legal, tax, investment, accounting or other professional advice. If legal, tax, investment, accounting or other expert assistance is needed please use services of competent professional.
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