FAQ
Frequently asked questions
Who operates this website?
SBC Social Marketing LLC, a Michigan limited liability company based in Grand Rapids. It is a marketing company only and is not an investment adviser, broker-dealer, law firm, tax firm, or insurance producer.
Is this financial, tax, or legal advice?
No. Everything here is general education. It does not consider your circumstances and is not a recommendation. Decisions should be made with qualified professionals you select.
I sold my business years ago. Is this site for me?
Yes. Prior sellers are fully welcome. Many retirement income, Social Security, Roth, and legacy decisions happen long after closing.
Can I request a review or consultation?
Not yet. Intake is not open. The review preparation page explains what to gather so you are ready for any professional you choose to work with. No information is collected on this site.
Do you coordinate with my tax team?
Intended tax-team coordination is not available. It is pending provider configuration, and no coordination is offered at this time.
Is there a deadline to act on tax opportunities?
There is no universal deadline. Some opportunities depend on events before a sale is agreed, some on the current tax year, and some on later years. Your CPA can tell you which apply to you.
Can I put my sale proceeds into a Roth IRA?
Not as a regular contribution based on the proceeds alone. Regular contributions require taxable compensation and are subject to annual limits. A Roth conversion from an existing traditional IRA has no compensation requirement and no annual cap, but the conversion is generally taxable.
Will I have to take RMDs from my sale proceeds?
Required minimum distributions apply to tax-deferred retirement accounts, not to sale cash or ordinary taxable investment accounts.
Do you have offices in the cities in your guides?
No. The state and city guides are educational articles. SBC Social Marketing LLC does not claim offices, in-person services, or local representatives in those locations.
Does this site track me or use cookies?
This preview site does not set tracking cookies, does not use analytics, and does not send your selections anywhere. The assessment runs entirely in your browser.
Does the assessment score me?
No. It is an optional list of selections that surfaces discussion topics. There are no scores, no rankings, and nothing is stored or sent.
Start with the private topic quiz
Choose a few optional topics. Your answers stay in this tab, with no score or information sent.