TruNorth Blog

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December 11, 2017

Senate and House Republicans each passed their own version of the Tax Cuts and Jobs Act, yet differ in various ways, setting arguments into motion.

When the chambers pass different versions of a bill, conferees are appointed by both the House and the Senate to produce a...

March 13, 2016

Friends and family closest to me know that my passion for the Fighting Illini is borderline unhealthy, that I think Mr. T should have won an Oscar for his role as James “Clubber” Lang in Rocky III, and “retirement” may well have been a phenomenon of the 20th Century.  

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January 24, 2016

 

 

While retirement can be a time for relaxation or days filled with travel, hobbies and family visits, there are some key dates that should be highlighted in your 2016 calendar. Here (below) is a list of important dates, which may be applicable to you. 

 

 

 

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TruNorth Capital Management, LLC (TruNorth) is an investment advisor registered in, and regulated by, the States of Michigan and Illinois. All clients and potential clients have access to important information about our business methods, fees, professional qualifications and all other pertinent business information. By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.

Regarding the interaction TruNorth or its representatives may have with clients and/or potential clients in ERISA-covered plans, including SEPs, SIMPLEs and non-ERISA retirement plans that are subject to Section 4975 of the IRS Code, including IRAs, Keogh plans and Solo 401(k)s (collectively "retirement plans"), TruNorth may provide non-discretionary investment advice to a specific investor, recommending or suggesting the acquisition or disposing of securities or other investment property in a retirement plan and/or recommending a rollover from a retirement plan to another. During the course of this interaction, TruNorth meets their requirements of a "level-fee fiduciary" and adheres to the Impartial Conduct Standards that require TruNorth to a) provide advice that is in the client's best interest, b) receive only reasonable compensation for its advice and; c) not make materially misleading statements. 

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