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What is a Custodian IRA/Custodian Roth IRA?
Traditional IRA and Roth IRA may be opened for a minor. The minor is the primary account holder,custodian is the secondary. Only the custodian signs. Requires an IRA Beneficiary Designation form. Once the minor turns 18, the ‘minor’ can move the funds from the Custodian IRA to an IRA in their name (former minor).
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Do you offer Employee Benefits advisory services?
Yes. A review and analysis is made for you, as an employee, by taking maximum advantage of your employee benefits available to you. For corporations, we offer advice, plan design and investment management of employer‐sponsored retirement plans: 401(k), 403(b), 457, executive compensation plans, stock options, life insurance, disability insurance, long term care insurance.
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When are Payment of Asset‐Based Fees due?
The first billing cycle will begin once our agreement is executed and account assets have settled into the client’s account held by the custodian of record. Fees for partial quarters will be prorated based on the remaining days in the reporting period in which the firm and/or third‐party manager services the account. Fee payments will…
