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August 6, 2021

What To Do With An Old 401K

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Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Evergreen Wealth Management LLC is independent of Regal Investment Advisors. Check the background of this firm on FINRA's BrokerCheck. Any tax advice from Dave Stanfield comes from his capacity as an Enrolled Agent. Investment advisory services offered through Regal Investment Advisors, LLC an SEC registered investment advisor. Registration with the SEC does not imply any level of skill or training. Evergreen Wealth Management, LLC, is independent of Regal Investment Advisors. Regal Investment Advisors LLC is not a law firm or an accounting firm. IRS Enrolled Agent (EA)– An EA is a federally authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the IRS for audits, collections, and appeals. “Enrolled” means to be licensed to practice by the federal government and “Agent” means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, attorneys, and CPAs may represent any taxpayer before the IRS. The license is earned in one of two ways: (1) passing a comprehensive examination which covers all aspects of the tax code, or (2) having worked at the IRS for five years in a position which regularly interpreted and applied the tax code and its regulations. All candidates are subjected to a rigorous background check conducted by the IRS. In addition to the stringent testing and application process, the IRS requires Enrolled Agents to complete 72 hours of continuing professional education, reported every three years, to maintain their Enrolled Agent status. Enrolled Agents are required to abide by the provisions of the Department of Treasury’s Circular 230, which provides the regulations governing the practice of Enrolled Agents before the IRS.

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