Personal & Business Financial Education: Resource Center

Below we have provide some additional resources to help you figure out the best option when dealing with, IRAs, a Solo 401k, or small business retirement plans.

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Note: The information presented below is for educational purposes only and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with legal, tax and accounting professionals.

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ADDITIONAL IRS RULES AND GUIDELINES

For your convenience we’ve compiled a list of relevant IRS links regarding IRAs and small business retirement plans.

Note: The information presented below is for educational purposes only and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with legal, tax and accounting professionals.

•      IRS Publication 560 – Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)

•      IRS Publication 590-A – Contributions to Individual Retirement Arrangements ( IRAs)

•      IRS Publication 590-B – Distributions from Individual Retirement Arrangements ( IRAs)

•      IRS Publication 575 – Pension and Annuity Income

•      IRS Publication 529 – Miscellaneous Deductions

•      IRS Publication 550 – Investment Income and Expenses

•      IRS Publication 598 – Tax on Unrelated Business Income of Tax Exempt Organizations

•      IRS Publication 3125 – An Important Message for Taxpayers with IRAs

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For Solo 401(k) Plans: One Participant 401(k) Plans

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The following links are provided as a courtesy to help our clients stay informed and to provide easy access to government websites where you can report fraudulent activity.

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U.S. SECURITIES & EXCHANGE COMMISSION (SEC)

SEC investor information and alerts
SEC tips, complaints and referrals
Report suspected investment fraud to the SEC

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FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA)

Investor information
Protect yourself from fraud
Investor alerts
Broker Check

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U.S. COMMODITIES FUTURES TRADING COMMISSION

Avoid fraud in precious metals transactions

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NORTH AMERICAN SECURITIES ADMINISTRATORS ASSOCIATION (NASAA)

Investor information

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INTERNAL REVENUE SERVICE (IRS)

Tax scams and consumer alerts
IRS Publication 3125: The IRS Does Not Approve IRA Investments (9-2017)