Client Testimonial
I am an attorney and wanted to get my retirement account under my own control. I would not have been able to do this on my own. The guidance, forms and detailed instructions were very easy to follow. I had no problems at all getting this set up at my own bank (which had never opened one of these accounts before but felt comfortable doing so after reading materials from Sense Financial). I am now looking for a great real estate deal to invest in and earning a small amount of interest while doing so. I am so much less stressed out than when my funds were all in the stock market. I am very pleased!
Bruce L. – Spokane, WA
Upcoming Solo 401k Annual Filing Deadline
As the plan administrator, a Solo 401k plan owner is responsible for keeping the plan in compliance. That includes meeting the Solo 401k annual filing requirement and deadline. If your Solo 401k plan is required to file annual return for the year of 2015, you need to file form 5500 EZ by July 31, 2016…
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Self Directed vs. Custodial Solo 401k Plan
Here’s a big question: Do you want to self-direct you Solo 401(k) plan’s investments or choose from investment options offered by major financial institutions? In order to answer that let us find out more about the custodial Solo 401k plans offered by traditional financial institutions.
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Joint Tenancy Cannot Replace a Living Trust
Understanding the cost of probate, many people wish to avoid probate when passing on their estate and wealth to their family members. Joint Tenancy is one of the popular choices for this purpose. Most people who choose joint tenancy, however, do not know that in certain cases, joint tenancy is not the best option to protect their assets. Not only that, it can even get them stranded financially, such as the situation below…
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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
“Whoever works his land will have plenty of bread, but he who follows worthless pursuits will have plenty of poverty.”
Proverbs 28:19
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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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