James Watkins

@InvestSense

Attorney, CFP® professional, and Accredited Wealth Management Advisor (sm). Specializing in 401(k) forensic analysis, fiduciary law, and wealth preservation.

Atlanta, GA
Vrijeme pridruživanja: srpanj 2011.

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  1. proslijedio/la je Tweet
    4. velj

    Imagine a world where a fiduciary advisor helps a teacher 👩‍🏫 invest in low cost index funds and also visits their classroom to help them with their stock market club? We can and we do.

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  2. proslijedio/la je Tweet

    Need to find a Form 5500 filed in the past 10 years? Search by plan type, plan asset value, number of participants, employer plan types, business codes, form years, and locations:

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  3. proslijedio/la je Tweet

    Remember when the Maga world lost their shit because I called Donald Trump out for not being able to find Ukraine on a map?

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  4. proslijedio/la je Tweet

    The 49 Senators who lost the vote on witnesses represent 19 million MORE people than the 51 Senators who won.

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  5. 31. sij
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  6. 31. sij

    IRS Issues Guidance Amid Secure Act RMD Confusion

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  7. 31. sij
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  8. 31. sij
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  9. proslijedio/la je Tweet
    29. sij

    New from Republicans for the Rule of Law: We've made an emergency buy of TV time in Washington, D.C., for ads making the case for witnesses in the Senate impeachment trial. The ads will rotate every hour for much of Thursday and for Friday morning on Fox, CNN, MSNBC, and CNBC.

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  10. proslijedio/la je Tweet
    27. sij
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  11. 25. sij
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    A single, national 401(k)-like plan is not the worst idea in the world, assuming it allowed employer contributions AND did not significantly restrict investment choice. But lobbyists will NEVER let it happen. "Replacing 401(k) Plans: Further Thoughts"

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  13. 25. sij

    Robin's tweet re pension scandal brewing in U.K. Could 1st Circuit's decision in Brotherston, and SCOTUS's refusal to review the decision, uncover similar abuse and increased litigation in U.S.

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    5/5 . should immediately create a blanket extension of the 60-day rollover window for those who took distributions believing they were required to do so (possibly due to incorrect info received from a custodian), and only later realize that they did not have to. End

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    Short Thread 1/5 Attn: Retirement Advisors! Due to the passage of the SECURE Act so late in 2019, many of your clients turning 70 1/2 in 2020 may receive notices telling them they have an RMD (when they don't)!!! Earlier today, the IRS issued guidance...

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  16. proslijedio/la je Tweet
    21. sij

    Why some life insurance could prove risky for consumers

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  17. proslijedio/la je Tweet
    21. sij

    Is Starbucks ready to go above and when it comes to meatless options?

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  18. 21. sij

    One of benefits of online social media is the ability to develop professional friendships with industry leaders like Robin Powell. Given impact of recent Brotherston decision in U.S., I strongly recommend advisers review this valuable material to help protect their practice.

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  19. 21. sij

    Have s deal deal of respect for my colleague, Robin Powell, and his advocacy of evidence based investing. His new series is a must read for investors wanting to protect their financial security.

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  20. proslijedio/la je Tweet
    21. sij
    Odgovor korisniku/ci

    Since the First Circuit validated the used of index funds in ERISA fiduciary breach actions, wouldn’t including low-cost balanced index funds as options create a safe harbor?

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