![]() 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. We can also assist in the recruiting process, helping you find quality candidates to fill key accounting positions.Ĭalibre CPA Group keeps on top of the latest rules and regulations for nonprofit and business enterprises so our clients can stay ahead of the latest financial developments.This website, including all content, technology, services and related intellectual property, is the proprietary information of Beagle Financial Services, Inc. Our clients can engage Calibre CPA Group to handle specific accounting and financial services for any length of time, helping them remain cost-effective. ![]() We understand that each organization has unique needs and requirements so we give our clients the ability to customize the exact services they need. We offer flexible accounting and financial services for both tax-exempt and for-profit organizations. Our knowledgeable, reliable and prompt solutions simplify our clients accounting functions by allowing them to outsource many time consuming and tedious accounting tasks to our team so they can concentrate on what matters most. To help make our clients lives easier and put the focus back on their organization’s mission and growth, Calibre CPA Group offers a full suite of accounting and financial solutions. Running an organization is a complex and stressful job and reporting deadlines, changing requirements and limited internal resources can make it even tougher.
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