Sep 24, 2020
The Family Office Club interviewed our very own President, Jean Meyer, in their Member Spotlight series. Click to see the full interview.
Aug 18, 2020
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was generally designed to provide workers with more opportunities to save in a workplace plan and to help individuals sav...
May 19, 2020
You may have heard private letter rulings (PLRs) referred to by tax or financial professionals when discussing the permissibility of a transaction under the tax laws associated with self-directed IRAs...
Apr 21, 2020
Bankruptcy is not something most of us ever want to consider. But in uncertain times like these, it’s a reality some could soon be facing.