Below you will find a list of key articles/files that are useful in evaluating your investment options, as well as Newman Asset Management, LLC. This page is updated often, so check back for updates and new information dealing with IRAs, 401(k)s, Life Settlements, Asset Protection, Insurance, Real Estate, and working with Private Placement investments.

NEWMAN ASSET MANAGEMENT FILES:

NAM Presentation 04-09.pdf - Detailed information from Newman Asset Management on how to take control of retirement accounts using an IRA-LLC or 401(k).

Client Intake Form-080109.pdf - Detailed Information we will need from you should you decide to setup most of our retirement or investment  products.

Government Related Files (will open in new window):

Department of Labor General statutory exemption for loans to plan participants and beneficiaries who are parties in interest with respect to the plan.

ERISA The Employee Retirement Income Security Act of 1974 (ERISA) is a federal law that sets minimum standards for most voluntarily established pension and health plans in private industry to provide protection for individuals in these plans.

Texas Franchise Tax Info - This site will give you the information you need regarding the filing, reporting, and recent changes in the Texas Franchise Tax.

IRS Publication 590 IRS Policy on IRAs and Trust Accounts

IRS Ruling 4975 IRS Policy on IRA and Trust Account prohibited transaction.

National Association of Financial and Estate Planners (NAFEP):

NAFEP are recognized experts in the structuring of of retirement and trust products, and are Newman Asset Management’s key  product partner. The links below give more detail info into the product offerings Newman Asset Management carries and consults on, and how they are backed up by the legal and accounting teams at NAFEP.

Audit Support Warranty (audit-support-brochure_web.pdf) The Warranty is a NAFEP backed agreement which provides up to $25,000 for professional support fees in the unlikely event of an IRS audit of your private annuity or IRA-LLC transaction.

Enterprise OneK (Premier VII_Brochure_web.pdf) A Self Directed 401K, this product is structured with a newly created C corporation or LLC, to give you an excellent structure for putting your money to work in investments and/or private business.

IRA-LLC (ICO) (PremierV_Brochure_IRA.pdf) An IRA-LLC, referred to after this as "ICO", is a special purpose limited liability company, which is either fully or partially owned by an individual retirement account (IRA). Since the IRA owns the ICO, IRA funds can be legally transferred to the ICO in exchange for member units (shares) of the ICO.

Self-Directed Installment Sale (SDIS_brochure_web.pdf) Superior to a 1031 property exchange, the Self Directed Installment Sale is a specially designed, long term, capital gains deferred installment sale of your appreciated property. You retain substantial control over the installment sale process, but the SDIS eliminates the pitfalls and risks of a regular installment sale.