Marcus Brendan Crawshaw
Description
Marcus Crawshaw an executive and is an owner of Fifty-Six Group, a $5M dollar RIA. Marcus has held an industry securities registration for 11 years and is subject to SEC oversight.
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Answers and Guides
Level 17
Level 17 Contributor
29 Answers and 0 Financial Guides
Top Answers
Answered Dec 12, 2012
near Long Beach, CA
Venkat - John is dead on with his in-service withdrawal options. I'd also add, assuming your wife is unhappy with her 401k plan (being that she had "presumably" long-term money sitting in a money market fund) she should get on her employer to improve
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Venkat - John is dead on with his in-service withdrawal options. I'd also add, assuming your wife is unhappy with her 401k plan (being that she had "presumably" long-term money sitting in a money market fund) she should get on her employer to improve said plan. The 401k industry is experiencing rapid change (for most part, for the better) so inquiring about improving the plan would not hurt.
Good luck to you and your wife.
Marcus
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Answered Feb 11, 2013
near Long Beach, CA
Erik - All of the above answers make tremendous sense. All of it though depends on your personal situation (i.e., age, annual income, spouse income, etc.). I would recommend seeking the help of a financial advisor to get you on the right track. There
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Erik - All of the above answers make tremendous sense. All of it though depends on your personal situation (i.e., age, annual income, spouse income, etc.). I would recommend seeking the help of a financial advisor to get you on the right track. There is not a better decision you can make than to become knowledgeable of your retirement needs/wants and more importantly, how to get there. Good luck to you! Marcus
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Answered Nov 07, 2012
near Long Beach, CA
Fred - I agree with all of the above. You should answer the question: How much do you want to contribute on an annual basis. Since the solo 401k has a higher limit, if you are going to take advantage of this, the additional tax savings should more than
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Fred - I agree with all of the above. You should answer the question: How much do you want to contribute on an annual basis. Since the solo 401k has a higher limit, if you are going to take advantage of this, the additional tax savings should more than make up for any costs associated with having a solo 401k versus a SEP. Also, the vendors Donald recommended should have some fair fee structures for you. Take care - Marcus
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Advisor Information
Advisor Assets Under Management
$207.9K
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.
Advisor Client Types
|
Individuals |
85% |
|
High Net Worth Individuals |
10% |
|
Corporations or Other Businesses |
5% |
*The Client Types data displayed has been entered by the advisor and has not been verified.
Experience and Employment History
*Experience and Employment History information reflects the past 10
years of employment as reported on the SEC ADV filing as of , and is not a complete representation of the advisor's experience and
employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm
and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.
Licenses and Conduct
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
Advisor Exams
| Exam |
Series |
Passed Date |
| Uniform Investment Adviser Law Examination |
Series 65 |
12/21/2000 |
Advisor Compensation Arrangements
Fee Only
Advisor
This advisor has certified that they are compensated solely by their clients,
and do not accept commissions or compensation of any kind based on the products they recommend.
