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SEC Brings Custody Rule Enforcement

On October 29, 2014, the Securities and Exchange Commission (“SEC”) announced an administrative enforcement action against an investment advisory firm and three top officials for violating rule 206(4)-2 under the Investment Advisers Act of 1940 (“Advisers Act”), the “custody rule,” that requires firms to follow certain procedures when they control or have (or are deemed to have) […]

GUEST POST: Interest Rates Will Rise

Ever since the recovery from the “Great Recession” began approximately mid-2009, many individuals have been forecasting that interest rates will soon be on the rise. During recent years, we have seen rates increase somewhat, only to fall back to unprecedented levels. But if we take a longer view of interest rates, we might reexamine our outlook. […]

Five Dates IRA Holders Must Circle on Their Calendars

It’s tax season, and if you’re an IRA holder, it’s also time to begin thinking about deadlines for RMDs and previous year contributions. Kingdom Trust has compiled a list of five dates (two fast approaching!) to help you ensure you won’t be taxed or miss out on any of the applicable changes that need to […]

Rollovers, Transfers and the New IRS Rollover Rule

by Tara Bogard, Business Development Officer According to the IRS, beginning January 1, 2015, an individual may make only one rollover from an IRA to another IRA in any 12-month period, regardless of the number of IRAs he or she owns. Please note that the funds can be deposited back into the original IRA as well. […]

GUEST POST: Understanding the Investment-Grade NNN Asset

Investment-Grade Net Leased Educational Series, Series 1: Understanding the Investment-Grade NNN Asset What does an Investment-Grade Triple Net (NNN) Lease Agreement mean and how does it apply to commercial real estate? Investment-grade triple net (NNN) or net leased commercial real estate assets serve as an ideal investment vehicle for long-term investors seeking passive income with […]

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