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September 2015

Six Common 401(k) Plan Misconceptions

Submitted by Clarity Capital Partners on September 21st, 2015

Do you really know as much as you think you do about your 401(k) plan? Let's find out.

Tags:
  • Company Planning
  • Entrepreneur
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I've recently changed my legal name. Do I need to change my name on my Social Security card?

Submitted by Clarity Capital Partners on September 10th, 2015

Whenever an individual legally changes his or her name, it is important to contact the Social Security Administration (SSA) as soon as possible. Failure to notify the SSA of a name change could prevent your wages from being posted correctly to your Social Security earnings record and might even result in a delay when you file your taxes.

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Taxes, Retirement, and Timing Social Security

Submitted by Clarity Capital Partners on September 3rd, 2015

The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold off on taking taxable distributions from retirement plans for as long as possible.

Tags:
  • Social Security
  • Taxes
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Investment advisory services offered through Clarity Capital Partners LLC, a registered investment advisor. Securities offered through American Trust Investment Services Inc., member of FINRA/SIPC.  Clarity Capital Partners LLC are not affiliated with American Trust Investment Services, Inc.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the registration status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

For more information on Clarity Capital Partners LLC, its registered representatives or investment adviser representatives, you may search at the SEC Adviser Search page at http://www.adviserinfo.sec.gov.  You may also obtain the firm's current disclosure documents (ADV) from the SEC Adviser Search page.

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