Education

Our goal is to be more than just providers of financial advice or portfolio management.  We strive to be your trusted advisor and partner in your financial journey by providing financial education.

Some of the Topics Covered:

Tax Loss Harvesting
Business Startup Basics
Social Security Estimating and Strategies
Handling Rollovers
Rebalancing
Asset Allocation
Bond Strategies
RMD Planning
IRMAA Planning
Post-Retirement Roth Conversions
Traditional vs Roth
Managing Credit Score
Managing Lump Sum / Windfall
Managing Company Stock in 401 (NUA)
Backdoor Roth IRA
Mega backdoor Roth
Pensions (DB)
457b


Prioritizing different accounts
Understanding Taxes
College Savining Strategies
HSAs
529s
Beneficiary Planning
Insurance Needs
Annuities
Options/Futures
Trusts/Wills
IRA Contributions
Early Roth IRA Withdrawals
Property (Primary Real Estate) Cap Gains
Pay down debt/mortgage vs Save/Invest
Long Term Care Insurance
Tax efficient allocation and distribution strategies

There is no minimum asset requirement

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Disclaimer
Privacy Policy

Copyright 2023 by Ingeniq, LLC. All Rights Reserved.

Disclaimer

The information provided in this blog is for informational purposes only. It should not be considered legal or financial advice. You should consult with an attorney or other professional to determine what may be best for your individual needs.

Ingeniq LLC does not make any guarantee or other promise as to any results that may be obtained from using our content. No one should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence. To the maximum extent permitted by law, Ingeniq LLC disclaims any and all liability in the event any information, commentary, analysis, opinions, advice and/or recommendations prove to be inaccurate, incomplete or unreliable, or result in any investment or other losses.

Content contained on or made available through the website is not intended to and does not constitute legal advice or financial advice or investment advice and no formal client relationship is formed. Your use of the information on the website or materials linked from the Web is at your own risk.

PRIVACY POLICY NOTICE

We care about your privacy and want you to feel comfortable and secure in your use of our site (www.ingeniqcapital.com). We recognize that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We do not sell or disclose personal information to anyone apart from products or services you have specifically requested or unless it is required by law. We urge you to read this notice explaining our online information practices. By using this site, you are accepting the practices described in this Privacy Policy.

Personal Information
We collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.

Why We Collect Your Information:
· In order to allow us to provide tailored investment and advisory services to you; and,
· To comply with the relevant Federal and State laws and regulations that govern us.

What We Collect and Maintain:
· Information that you provide on applications or other forms, which may include personal and household information such as income, spending habits, investment objectives, financial goals, statements of account, and other records concerning your financial condition
· Identifying information such as your name, age, address, social security number, etc.
· Information about your transactions with us and information that we generate to service your financial needs
· Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as other various materials we may use to provide an appropriate recommendation or to fill a service request.

Security of Your Information:
We restrict access to your non-public personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your non-public personal information.

Information We Disclose:
We do not disclose the non-public personal information we collect about our customers to anyone except: (1) to individuals and/or entities not affiliated with Ingeniq LLC, including, but not limited to certain service providers (i.e., broker-dealer, sub-advisers, account custodian, record keeper, etc.) in furtherance of the client’s engagement with Ingeniq LLC to service your account; (2) to your authorized representative or power of attorney; or (3)
otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.

Former Clients:
If you decide to close your account(s) or become an inactive customer, we will adhere to our privacy policies, which may be amended from time to time.

Changes to Our Privacy Policy:
In the event there were to be a material change to our privacy policy regarding how we use your confidential information, we will provide written notice to you. Where applicable, you would be given an opportunity to limit or opt-out of such disclosure arrangements. 

If you have questions about this privacy notice or about the privacy of your information call our main number (737) 808-2828 and ask for the Chief Compliance Officer or email cco@ingeniqcapital.com.