< 종합 서비스 목록으로 세금 보고 서비스는 특성상 재정설계 서비스와 별개의 서비스로 진행합니다. 기본적으로 재정설계 고객들에게 우선순위로 세무서비스를 제공합니다만, 상황에 따라 신규고객으로 도와드릴 수도 있습니다. A. 개인 연방/주 세금 보고 서비스 ▪ Form 1040, 1040-SR, 1040-NR등 ▪ 각종 주 소득세금 보고 (오레곤 제외) ▪ Form 1041 (Income Tax for Estates/Trusts) ▪ Form 706 (Estate Tax) ▪ Form 709 (Gift Tax) 등 B. 사업체 연방/주 세금 보고 서비스 참고: 비즈니스 지출항목으로 expense처리 가능 ▪ Form 1120 (Corporation Income Tax
< 종합 서비스 목록으로 A. 결혼, 이혼, 배우자 사명, 레이오프, 자녀 결혼 등 계획 중 혹은 진행 중인 다양한 life event에 관해서 재정 자문을 제공해드립니다. ▪ 결혼 자금 및 예비 배우자와 종합 재정검토 ▪ 이혼 관련 자산 배분 절차 및 지원 ▪ 배우자 사망 후 종합적 재정관리 지원 (세금보고, 자산 명의 이전 등) ▪ 이직시 Compensation Package 검토 서비스 ▪ 레이오프 상황 (FSA, 의료보험, 은퇴계좌, 세금 플래닝 등) B. 임대 소득/비용/세금 전략 투자부동산 혹은 렌탈 부동산을 운영하시는 분들 위해
< 종합 서비스 목록으로 A. 은퇴 후 생활비 및 예산 Roadmap 설정 은퇴버튼을 누른 후의 예상 수입, 지출 및 자산/부채에 관해 종합적 플랜을 구성해드립니다. ▪ 은퇴 후 연도별 예상 지출 예측 ▪ 은퇴 후 소득출처 (소셜연금, 펜션, 어뉴이티 등) 및 유동자산 조달 ▪ 은퇴 후 자산 조정 (주택, 사업체 등) ▪ 은퇴지 결정에 대한 고려사항 (세금, 의료시설 등) B. 소셜연금 수령나이 옵션 검토 및 설정 소셜연금을 수령하는 나이별로 총 예상 수입을 비교한 적정 수령나이 및 방법을 검토합니다. ▪
< 종합 서비스 목록으로 A. 개인투자정책 (IPS) 개발 중장기적으로 꾸준하게 본인의 투자성향과 투자목적에 적절한 투자정책을 설정해드립니다. 이 서비스는 모든 투자상품 선택과 자산 포트폴리오의 기반이 됩니다. ▪ 개인별 투자성향 분석 (Risk Tolerance/Profile) ▪ 투자 목적 및 Timeline 설정 (Investment Objectives and Timelines) ▪ 투자 수익/리스크 Target을 고려한 자산배분 (Asset Allocation) ▪ 투자상품 선택기준 (Selection Criteria) 설정 ▪ 리밸런싱 정책 (Event based, Drift Based 등) ▪ 투자성과 리뷰 및 조정 절차 설정 ▪ IPS 업데이트 절차 설정 B. 구체적
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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.