![]() The risks of taking loans from Individual 401(k) accounts should be considered carefully. Loans taken from an Individual 401(k) account can impact the 401(k) account’s investment value, reducing the opportunity to grow the investment. Interest paid on loan is non tax-deductible. Interest on loans paid by clients is contributed back into the client’s Individual 401(k) accounts. ![]() Beagle Invest, LLC offers Individual 401(k) accounts with loan provisions that allow for participant loans at an interest rate equal to the prime rate plus 1-2 percentage points. You should consult with your own financial and tax advisor before making a rollover decision. You should consider all the factors that should be evaluated in a rollover decision including investment options, fees, expenses, penalties and account protections from legal and creditor risks, and make a comparison to your current retirement account. Information provided by Beagle is only for general purposes and is not intended to replace any individualized recommendations for you to follow a particular suggestion. When deciding whether to rollover a retirement account, you should carefully consider your personal situation and preferences. Clients should promptly update their profile information on the Beagle website when financial circumstances or investment objectives change. Suggested portfolio recommendations for each client are dependent upon current and accurate financial and risk profiles. Fees for individual ETFs in the portfolios will reduce a client’s return and fee information can be obtained in the individual ETF’s prospectus. Consider your investment objectives and Beagle Invest, LLC fees and expenses before investing. Past performance does not guarantee future results. Investing involves risk, including loss of principal. Beagle Invest, LLC reserves the right to restrict or revoke any and all offers at any time. Use of third party company logos does not imply any affiliation with or endorsement by those companies. Articles and customer support materials available on this website are for educational purposes only. By using this website, you understand that the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. ![]() Securities in accounts are protected up to $500,000 ( ). Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC, provides clearing and execution services and serves as qualified custodian for advisory assets of Beagle Invest, LLC clients. Beagle Invest, LLC is an SEC Registered Investment Advisor. and/or Beagle Invest, LLC (as applicable). Beagle, Beagle Invest and Beagle Financials and any related logos and slogans are registered trademarks or trademarks of Beagle Financial Services, Inc. All copying, distribution, transmission, republication and any other unauthorized use and access are prohibited. and its subsidiaries and affiliates, including Beagle Invest, LLC. Please learn more about Adam below, and join us in welcoming our newest team member! Adam Murphy Detroit DirectorĪdam Murphy is a creative thinker, social mover, musician, artist, home chef, fan of BBQ’d meats, and serious poutine critic. He has worked for FOCUS North America’s national office, Catholic Charities of Boston, The Telos Project, the CrossRoad Summer Institute, Orthodox parish ministry, and regional and North American ministries focusing on youth and young adult engagement and education.Īdam is excited to work with the local hierarchs, clergy, laity, local nonprofits and political leaders to serve those most in need in the Greater-Detroit area. .Īdam recently completed his Masters of Divinity at Holy Cross Greek Orthodox School of Theology in Brookline, MA, and holds a Masters of Arts in Theology and Ministry Boston College School of Theology and Ministry.This website, including all content, technology, services and related intellectual property, is the proprietary information of Beagle Financial Services, Inc. If you’re in the Detroit area, it likely won’t be too long before you have a chance to work with Adam (that is – if you haven’t already!). We are excited to kick off the 2020 with a growing team. Join us in welcoming Adam Murphy as the new director of FOCUS Detroit! Adam is ready to hit the ground running with new volunteer opportunities and initiatives.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |