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Uncategorized +1 Retirement
November 27, 2025
What Is the ERISA Qualified Retirement Plan?

Most people with a workplace retirement plan, like a 401k, may not realize it’s governed by a law called ERISA — the Employee Retirement Income Security Act of 1974. This law sets the rules that keep plans fair, transparent, and properly funded.  For employers, it means meeting specific standards when offering retirement benefits. For employees, […]

Uncategorized
August 19, 2025
O-1 Visa Requirement for Engineers

Thinking of bringing your engineering skills to the U.S.? If you’re highly accomplished in your field, the O-1 visa might be worth exploring.  Unlike the H-1B, it’s not subject to a lottery. It’s designed for individuals with a proven track record of exceptional work. That could include engineers with patents, publications, or leadership roles in […]

Uncategorized
August 11, 2025
O-1 Visa Requirement for Scientists and Researchers

Pushing scientific boundaries shouldn’t stop at the border. If your work is driving innovation — whether in genetics, climate science, or academic research — the O-1A visa could be your path to continuing that impact in the United States. Tailored for individuals with extraordinary ability in science, education, business, or athletics, this visa is especially […]

Uncategorized
July 25, 2025
Fees

Our custodians may charge a small fee for different services like transaction processing, account transfers, and fulfilling regulatory requirements. Custodian fees may vary by investment type. Equities, Roboadvisor & Smart Yield Common fees Returned checks deposit $20 per check Check stop payments or reissues $20 per check 1099 request for exempt accounts $5 per request […]