Below you will find a list of key articles/files that are useful in evaluating your investment options, as well as Newman Asset Management, LLC. This page is updated often, so check back for updates and new information dealing with Retirement Plans, Wealth Accumulation, Asset Protection, Insurance, Real Estate.
NEWMAN ASSET MANAGEMENT FILES:
Client Intake Form-080109.pdf – Detailed Information we will need from you should you decide to setup most of our retirement or investment products.
Government Related Files (will open in new window):
Department of Labor General statutory exemption for loans to plan participants and beneficiaries who are parties in interest with respect to the plan.
ERISA The Employee Retirement Income Security Act of 1974 (ERISA) is a federal law that sets minimum standards for most voluntarily established pension and health plans in private industry to provide protection for individuals in these plans.
Texas Franchise Tax Info – This site will give you the information you need regarding the filing, reporting, and recent changes in the Texas Franchise Tax.
IRS Publication 590 IRS Policy on IRAs and Trust Accounts
IRS Ruling 4975 IRS Policy on IRA and Trust Account prohibited transaction.
Great Websites and Information:
Identity Theft Protection: http://www.5identitytheftprotection.com/ Compares 5 identity theft protection companies by detailing service, reputation, cost, and guarantees. EVERYONE should be signed up with one of these services! 10 Million Americans have their identities stolen each year!
Lincoln Financial Group: https://www.lfg.com/LincolnPageServer?LFGPage=/lfg/lfgclient/index.html Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region, the operating companies of Lincoln Financial Group had assets under management of $146 billion as of March 31, 2010. One of the largest financial services companies in the country, Lincoln National Corporation is #32 by assets on the Fortune 500 list for 2008. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life and disability insurance; 401(k) and 403(b) plans; savings plans; and comprehensive financial planning and advisory services.
Capitas Financial: http://www.capitasfinancial.com/ Capitas® Financial is a powerful partnership of leading life insurance and financial services brokerages that have come together to offer a superior portfolio of products, a state-of-the-art case management system and an aggressive national account marketing effort under one umbrella.
