The JULY team is geared to customize service delivery for advisors to meet the unique needs of your firm and those of your clients. Below are some of the ways we can customize our service.Custom...
To assist with your retirement goals, July provides several calculators below to help you determine what you may need to do to meet your objectives in setting up or monitoring your retirement accounts.
Calculators for evaluating accounts
Update: Revised Ruling Allows Forfeiture Balances to be Used for Safe Harbor Contributions
February 14, 2017
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Mutual Fund Companies
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