Zenzi: Creative marketing strategy, big ideas, traditional and social media PR firm. Be Known and Be Found! » TAS http://www.zenzi.com Zenzi is an award-winning and highly effective integrated marketing and PR agency known for getting clients media coverage, increasing market share, helping find investors, meeting sales and marketing goals and growing business. Thu, 26 Aug 2010 23:51:55 +0000 en hourly 1 Consumer Reports, Bankrate.com & MSN for Zenzi Client, TAS http://www.zenzi.com/consumer-reports-bankratecom-msn-for-zenzi-client-tas/ http://www.zenzi.com/consumer-reports-bankratecom-msn-for-zenzi-client-tas/#comments Thu, 08 Oct 2009 20:51:54 +0000 Hilary McCarthy http://www.zenzi.com/?p=2485

headback_leftLong-time Zenzi client Trust Administration Services was featured in Consumer Reports, Bankrate.com and MSN recently.  CEO Jim Wagner highlighted his expertise on recharacterizations of IRAs and how investors could stand to save big on taxes, as well as important tips in considering this move.

]]> http://www.zenzi.com/consumer-reports-bankratecom-msn-for-zenzi-client-tas/feed/ 0 Trust Administration Service Quoted on Roth IRA Conversions on Bankrate.com http://www.zenzi.com/trust-administration-service-gives-financial-advice-on-bankratecom/ http://www.zenzi.com/trust-administration-service-gives-financial-advice-on-bankratecom/#comments Wed, 23 Sep 2009 17:50:23 +0000 Rachel Znerold http://www.zenzi.com/?p=2317

retirement_generic4_sml

4 Steps to Undo a Roth IRA Conversion

Jim Wagner, president of Trust Administration Services, a San Diego-based retirement services firm, gives us his experienced financial advice… Read Full Article.

]]> http://www.zenzi.com/trust-administration-service-gives-financial-advice-on-bankratecom/feed/ 0 TAS Featured in The Street http://www.zenzi.com/tas-featured-in-the-street/ http://www.zenzi.com/tas-featured-in-the-street/#comments Wed, 03 Jun 2009 15:59:23 +0000 Hilary McCarthy http://www.zenzi.com/?p=1687

Jim Wagner of Zenzi client, Trust Administration Services, is an expert in The Street on waiver on RMDs and retirement accounts. Check out the article HERE.

]]> http://www.zenzi.com/tas-featured-in-the-street/feed/ 0 Bull and Bear Financial Publishes Tax-Saving Tips http://www.zenzi.com/bull-and-bear-financial-publishes-tax-saving-tips-from-tas/ http://www.zenzi.com/bull-and-bear-financial-publishes-tax-saving-tips-from-tas/#comments Thu, 09 Apr 2009 05:13:53 +0000 Hilary McCarthy http://www.zenzi.com/?p=1193

]]> http://www.zenzi.com/bull-and-bear-financial-publishes-tax-saving-tips-from-tas/feed/ 0 About Trust Administration Services http://www.zenzi.com/about-trust-administration-services/ http://www.zenzi.com/about-trust-administration-services/#comments Wed, 08 Apr 2009 18:40:43 +0000 Hilary McCarthy http://www.zenzi.com/?p=1089

Established in 1999, TAS, a division of First Regional Bank, specializes in the administration and custody of self-directed retirement accounts. Accounts administered by TAS are self-directed, giving clients a wider range of investment options, including the ability to invest in real estate, private equity, trust-deeds and other non-traditional assets with an IRA. Working individually or in concert with their legal, tax and/or financial advisors, clients can create a customized portfolio that directly meets their needs. Through TAS’ highly experienced staff, drawing on decades of industry experience, investors, advisors and product sponsors can avail themselves of the company’s comprehensive administrative, record keeping and compliance services. TAS is online at www.trustlynk.com.

]]> http://www.zenzi.com/about-trust-administration-services/feed/ 0