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Showing content with the highest reputation on 06/06/2013 in all forums
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illiquid asset
Bill Presson reacted to BG5150 for a topic
Where does it say all the participants own each investment pro-rata? If the trust is all in mutual funds, and my account by coincidence is 1/20th of the total, you wouldn't liquidate 5% of every asset when I cashed out, would you? Why is it any different if a building is part of the mix?1 point -
Buried by custodian statements....
ETA Consulting LLC reacted to BG5150 for a topic
And ask the custodians to stop sending you the paper copies. Most will be happy to oblige.1 point -
Not a safe harbor definition under 414(s), leading to a 414(s) test. If he does not like hardships, then don't put them into the plan.1 point
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