5 Considerations For Filing Form 5500-EZ
The IRS Form 5500-EZ filing due date is July 31 for most plans (without extension). Accordingly, at this time of year, we see increased activity relative to Form 5500-EZ preparation and filing. Close review of the Form 5500-EZ is advised to ensure it is properly prepared and does not unnecessarily raise red flags to the DOL (Department of Labor) and/or IRS (Internal Revenue Service). Here are a few issues for your consideration:
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Living Trust: Leaving Legacy and Guidance to Your Children
For many families, it is a given that the children will inherit their parents’ wealth immediately after the parents are gone. However, doing so may not be the best course of action. In certain cases, leaving everything outright to the children may create unexpected tax burden or financial liability that they are not ready for.
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Early Bird Special: Self-Directed Wealth Summit
Are you ready to learn how to protect your retirement assets from the stock market and build long-term wealth? Are you ready to start or grow your “truly” self-directed IRA?
All the top experts from within the Self-Directed Retirement Industry are coming together on August 17 & 18 to share years of experience and priceless insight with you.
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
“You shall eat the fruit of the labor of your hands; you shall be blessed, and it shall be well with you.”
Psalm 128:2
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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?
Is there anything you would like to see in the next newsletter?
Feel free to get in touch by sending your question or comment to info@sensefinancial.com or simply reply to this email. We’d love to hear from you!
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.
Sincerely,
Sense Financial Team
(949) 228-9394
info@sensefinancial.com
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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