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Managers of the LLC
The person or persons granted the authority, by the Members, to manage and operate the daily affairs of the LLC. One of the first responsibilities of...
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Medallion Signature Guarantee
A Medallion Signature Guarantee (MSG) may be required on your transfer form. Your Rollover Specialist will ask if this is required by your resigning...
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Members of the LLC
A Member is a person or entity who is an owner of some or all of an LLC’s units. Membership/Ownership is reflected by completion of Unit Certificates...
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Mitigate
To reduce the impact of something.
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Modified Adjusted Gross Income (MAGI)
An amount used for tax purposes. It is found by adding back deductions, such as higher education expenses and foreign income, to the adjusted gross...
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Mortgage
A legal document pledging property to a lender as security for payment of a debt.
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Mortgages
A loan to finance the purchase of real estate, usually with specified payment periods and interest rates, which is secured by the real estate itself.
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Mutual Funds
An open-ended fund operated by an investment company which raises money from shareholders and invests in a group of assets, in accordance with a...
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