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Elegant Abstract Background


To know if a particular asset can be held in a particular retirement account that is owned by a particular person requires answers to a minimum of 11 questions for the simplest transaction available.

The average transaction, the purchase of private stock for example, requires about 20.  Buying an asset, with partners, from people whom you have done business with in the past, and with acquisition indebtedness requires more than 50.  The universe of questions that could be asked about a transaction in a retirement account is in the thousands.  But no matter how complex the situation is, a conclusive review of the transaction can be done within a few minutes when the right questions are presented simply and with precision.     

Millions of non-standardized assets are held in retirement accounts today where stakeholders are missing vital information. This can be changed with Vetted.

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