In this edition of Coffee with Carl, we'll discuss brokerage fees, prohibited transactions, and how they can affect your investments. I, Carl Zoellner, will cover what brokerage fees are, what types of transactions are not permitted, and more.
"If you're charging a commission on behalf of the business on your retirement account, that's actually a prohibited transaction." 1:35
I'll discuss everything you need to know about these topics in plain language so that you can make informed decisions about your investments.
If you're unfamiliar with brokerage fees and prohibited transactions, this video is for you! We'll discuss the different types of costs and what they mean for your investments. I will also discuss avoiding involvement in prohibited transactions, which can negatively affect your portfolio.
Together, we will explore these topics in depth and help you understand their impact on your investments.
By the end of this video, you'll better understand how brokerage fees and prohibited transactions work and how to avoid them!
If you're new to investing and want to know more about brokerage fees and prohibited transactions, then be sure to watch this video and subscribe to the channel!
Thank you for watching! Please comment with your questions and support us with a like on this video.
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Carl Zoellner, Esq. is a senior attorney at Anderson Business Advisors who specializes in strategic planning for business owners with a focus on asset protection and tax planning. Carl speaks across the country to educate small business owners on the tools available for their investments from legal and tax perspectives.
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Disclaimer
The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
#brokerage
10 июл 2023
