|Other Names:||Marcus Crawshaw|
Marcus Crawshaw is a financial professional at William Allan, LLC, a $21M RIA based in Woodland Hills, CA. Marcus has held an industry securities registration for 12 years and is subject to SEC oversight.
|William Allan, LLC||8 months||Jan 2014 - Present|
|Fifty-Six Group||11 years, 11 months||Jan 2002 - Dec 2013|
|Uniform Investment Adviser Law Examination||Series 65||12/21/2000|
A summary that focuses on the loan provision of an owner only 401k plan and how if properly utilized can assist a business owner in their number one goal: grow their capital!
Without going into great numbers detail, this one page write-up captures when the opportunity presents itself, why it is wise to roll over 401k assets into an IRA.
This paper helps to clarify which account type, ROTH or Traditional Retirement Account(s), makes more sense for most people. More to the point, under which scenario, using today's metrics (i.e., tax rates, etc.) will provide a greater amount of capital when it is all said and done.
|High Net Worth Individuals|
|Corporations or Other Businesses|
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.