Do I Need a Certificate of Good Standing?

Do I Need a Certificate of Good Standing?

by | | 401k, IRA LLC

Do I need a Certificate of Good Standing?By Alisha Bennett First off, what is a Certificate of Good Standing?A Certificate of Good Standing is a form you can order from the Secretary of State’s office; the form’s purpose is to indicate that your LLC is current and “in...
Will COVID-19 Bring on a Real Estate Crash?

Will COVID-19 Bring on a Real Estate Crash?

by | | 401k, IRA LLC

Will COVID-19 Bring on a Real Estate Crash? By Peter Rizzo Every day we get asked this question. Seeing I’ve lived through more crashes than I care to admit, our staff look to me for my opinion. The fact is, we have a different set of variables going on now than we...
Changes to Retirement Distribution Rules Summarized

Changes to Retirement Distribution Rules Summarized

by | | 401k, IRA LLC

Changes to Retirement Distribution Rules Summarized By Jordan Sheppherd A number of changes have been made to the tax code to provide relief to taxpayers, and some of those changes involve retirement plans. As you all probably know, the CARES Act was passed recently....
You Are Not Stuck

You Are Not Stuck

by | | Uncategorized

You Are Not Stuck By Peter Rizzo You can transfer assets from one IRA or 401k to another without tax consequences. With the cratering of the stock market in the past week many people are reticent to liquidate their current plan and move to a more self-managed plan...