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Kevin Taylor

What is the CIMA® Designation?

Mandatory vs. Voluntary designations? Several of the designations involved in our industry are often associated with being a mark of distinction. Series exams, for example, are often cited as a way clients will understand the legitimacy of their advisor. And while there are differences in the varied series designations they’re

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Account Types: SIMPLE IRA

Simple without being simplistic Annual Contribution Max: $13,500 Why we like SIMPLE IRA’s: They are easy to set up and require little to no fiduciary oversight Employee’s can direct the assets with total control Low contribution limits {Total elective contribution = $13,500 (2020)} Works well at a startup, or low

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