Over time I internalized Dave’s words and made them my own; taking on nearly all the fund investor calls, building and managing the Investor Relations team and overseeing the process of raising over $80MM together.

If you accidentally use some wrong words, it could be a significant fine. 

In other words, the employee contribution limit in 2019 is $19k, meaning you can only contribute $19k total between both plans (as the employee).SDIRA contributions do not count towards this $19k.

While they only took up a word or two of this story, they took up months and years of my life for which I earned nothing and lost much, at least in the short-term.

I know I can create a series of my own documents regarding this in Word and Excel, but am wondering if there is some kind of software package out there that handles this problem?

I own Granite and Pine Properties - a Direct to Seller Marketing company that focuses on giving sellers 3 selling options. https://graniteandpinere.com/My advertising is word of mouth, social media, SEO, mailers and cold callers.

@Jared W SmithThe words trust but verify ring very true with those stories.

@Meghan Carson: Thank you so much for your kind words & encouragement—I really appreciate it!

I've had a lender more or less share similar wording to define occupancy.

Thank you so much for your kind words!