InSight

Financial Planning Dentist
Investment With

InSight

Menu

Critical questions that investors should discuss

Financial Planning Dentist
  1. What is the investment objective, and what is the time horizon for achieving it?
  2. What is the risk tolerance of the trust or family office?
  3. What is the desired return, and what is the asset allocation required to achieve it?
  4. What are the investment restrictions, such as asset class limitations, ethical constraints, or legal restrictions?
  5. What is the process for selecting and monitoring investment managers?
  6. How often will the investment portfolio be reviewed and evaluated?
  7. What is the process for making changes to the investment strategy?

More related articles:
Articles
Kevin Taylor

Understanding Compliance Testing for 401(k) Plan Sponsors

Compliance testing is a crucial annual responsibility for 401(k) plan sponsors, mandated by the Internal Revenue Service (IRS). It ensures that a company’s 401(k) plan remains equitable, not favoring owners and highly compensated employees (HCEs), and stays within IRS-prescribed limits. For employers offering 401(k) retirement plans, comprehending these tests is

Read More »
November 15, 2023 No Comments
Articles
Kevin Taylor

Overview of tax documents and when to use them

Common Tax Documents: W-2 Form: Issued by employers to employees, showing wages earned and taxes withheld throughout the year. Used for reporting income on personal tax returns. 1099 Forms: Various types including: 1099-INT: Reports interest income earned from bank accounts. 1099-DIV: Reports dividend income from investments. 1099-MISC: Reports miscellaneous income,

Read More »
February 23, 2024 No Comments
Taxmageddon
Articles
Kevin Taylor

Tax-smart moves that don’t involve tax deferral

Tax-smart moves that don’t involve tax deferral There are several methods that tax planners can use that are not part of the tax deferral strategy category and that might find new and improved legs as this change happens.   Contribute to your Roth IRA Qualified withdrawals from Roth IRAs are federal-income-tax-free,

Read More »
May 12, 2021 No Comments

Pin It on Pinterest