Sheryll Yee

Sheryll Yee is an IRA consultant at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With the firm since 2011, Sheryll assists affiliated advisors and home office staff on a variety of retirement-related topics, ranging from traditional IRAs, Roth IRAs, and SEP/SIMPLE IRAs to distributions, beneficiary options, portability, and the like. She stays abreast of trends and developments affecting retirement accounts, including IRS laws and regulations, as well as industry news. Sheryll graduated from Cal State San Marcos with a BS in marketing.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Retirement Savings Strategies for Clients with Small Businesses

Helping Your Clients Choose an IRA Beneficiary

5 Common IRA Misconceptions

6 Questions About 72(t) Plans That Your Clients Should Be Asking

Retirement Savings Strategies for Clients with Small Businesses

Posted by Sheryll Yee

November 8, 2017 at 1:30 PM

Discussing retirement savings strategies for clients with small businesses can be challenging. After all, there are many things to consider, including cost, tax implications, personal retirement savings goals, and maintenance. But by familiarizing yourself with the various plan options, you’ll be better equipped to assist your clients in making the best retirement savings decisions—for themselves and for their employees. Plus, being a go-to retirement expert just might lead to opportunities for your own business, such as gaining access to centers of influence, increasing your market audience, and possibly obtaining client referrals.

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Topics: Retirement Consulting

Helping Your Clients Choose an IRA Beneficiary

Posted by Sheryll Yee

October 4, 2016 at 10:00 AM

IRAs are a great way for your clients to save for retirement, but they can also act as a vehicle for passing assets to their heirs. There are a number of options when choosing a beneficiary—from spouses and nonspouses to trusts and estates—and it’s not always easy to determine the best choice. Here, I’ll cover various types of beneficiaries and factors to consider when helping your clients choose an IRA beneficiary.

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Topics: Retirement Consulting

5 Common IRA Misconceptions

Posted by Sheryll Yee

July 13, 2016 at 1:30 PM

Although some IRA planning and investment strategies appear simple, they can become expensive and time consuming if implementation errors are made. Your clients could pay unexpected taxes or penalties, their IRAs could lose tax-exempt status, or their beneficiaries could experience difficulties when inheriting IRA funds. To help your clients avoid these issues, here are five common IRA misconceptions to keep in mind.

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Topics: Retirement Consulting

6 Questions About 72(t) Plans That Your Clients Should Be Asking

Posted by Sheryll Yee

July 15, 2015 at 1:30 PM

Some of your clients who began saving for retirement early in life can now consider themselves ahead of the game. This is quite an achievement, as setting aside part of your paycheck for your 60s and 70s instead of splurging on an overdue vacation or your dream car can be tough. Perhaps they have realized that the benefits of saving early can often outweigh the sacrifices. Still, some savers may ask themselves, "What if something happens along the way and I need access to the money immediately?"

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Topics: Retirement Consulting

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