LATEST POSTS
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May I make an IRA Distribution withdrawal from my account?
Yes. You may request an IRA withdrawal at any time; however the IRS has very specific documentation and reporting requirements. In order to comply with those requirements, there are several policy items regarding distributions from an IRA. Required Documentation: A completed and signed Distribution Request from an IRA Form must be obtained from investor…
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What is a JTWROS (Joint Tenants Rights of Survivorship) account?
Two or more account holders are required. No other documentation required to open, just the application and proper identification. Once one account holder passes away, the other account holder can open an Individual account to receive the full account balance.
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Do you offer Socially Conscious Investing and would you recommend it?
Yes. If you are interested in your portfolio to be invested according to socially conscious principles, it isimportant to note that returns on investments of this type may be limited and because of this limitation you may not be able to be as well diversified among various asset classes. The number of publicly traded companies…
