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September
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Meet Our Newest Advisory Team Member!
BP Employee Reminder – August 31 Deadline for 401(k) ChangesNow that the August 31st 401(k) deadline has passed, we want to make sure you are aware that you can still take action . Multop Financial offers advice for your current 401(k) plans. We have also helped many BP employees take advantage of their “in-service rollover” option. This option allows current employees to rollover a portion of your 401(k), without tax or penalty, into an IRA which can be managed away from the restrictions of the BP plan; thus allowing you access to the full spectrum of retirement account options through our brokerage services. We can even re-create your old 401(k) plan, greatly improving your ability to diversify your retirement money. While diversification cannot eliminate risk, it can help manage it. To request a copy of our current allocation, please reply to this e-mail or click the link below. Click here to learn more about our Smithsonian Exhibition Opens in Bellingham!
Located in the heart of Bellingham’s cultural district, the Whatcom Museum, a non-profit organization operated jointly by the City of Bellingham and the Whatcom Museum Foundation, provides excellent educational programs and exhibitions about art, nature and Northwest history. The Smithsonian exhibition will run through January 9, 2011 and is the only west coast stop for this 3-year tour. Melanie will be arranging some private tours so if you're interested in participating, give us a call and put your name on the list! Dates and times to be determined based on sign-ups. |
News & Events
You may have noticed that our building is undergoing a facelift. The remodel should be complete in a couple of months. Thank you for your patience during this process! Tax ReminderThe closing date deadline for the first-time homebuyer credit has been extended! This can give first-time homebuyers up to an $8,000 tax credit. The deadline, originally June 30, is now September 30, 2010. You must meet the required deadlines to be eligible:
Multop Financial HoursMonday – Friday 9am to 5pm SEE US IN FORBES & SEATTLE MAGAZINE*If you found the e-Compass useful please forward it to your friends and family. We appreciate your business and referrals. |
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Multop Financial Phone: (877) 671-7980 |
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