GENWEALTH 360 CITATION LAYER™

Reference-grade authority, without hiding the boundary.

This library separates proprietary Genwealth frameworks from official primary sources. A source can support a rule or definition without proving Genwealth’s broader educational interpretation.

CONTROLLED SOURCE TRAIL

Verified reference families

Verification date: August 23, 2026. Re-check the official source whenever a rule, limit, filing requirement or legal standard may have changed.

GENWEALTH FRAMEWORK

Physician Financial Architecture™

Genwealth 360 · Current framework

The proprietary architecture model and its coordination vocabulary.

Open source ↗

GENWEALTH FRAMEWORK

Research Methodology & Evidence Classification

Genwealth 360 · Current methodology

How Genwealth distinguishes proprietary framework, official authority, research context and educational interpretation.

Open source ↗

OFFICIAL PRIMARY SOURCE

Business Structures

Internal Revenue Service · Verified Aug. 23, 2026

Federal tax-return form and tax considerations differ by business structure.

Open source ↗

OFFICIAL PRIMARY SOURCE

Limited Liability Company (LLC)

Internal Revenue Service · Verified Aug. 23, 2026

Federal tax classification of LLCs depends on ownership and elections.

Open source ↗

OFFICIAL PRIMARY SOURCE

Publication 560 (2025): Retirement Plans for Small Business

Internal Revenue Service · 2025 revision · verified Aug. 23, 2026

SEP, SIMPLE and qualified retirement-plan rules and contribution framework for small employers and self-employed people.

Open source ↗

OFFICIAL PRIMARY SOURCE

Retirement Plans — Administration & Compliance

U.S. Department of Labor / EBSA · Verified Aug. 23, 2026

ERISA plan-administration, fiduciary and disclosure responsibilities.

Open source ↗

OFFICIAL PRIMARY SOURCE

FAQs about Retirement Plans and ERISA

U.S. Department of Labor / EBSA · Verified Aug. 23, 2026

ERISA minimum standards, plan types and fiduciary responsibilities.

Open source ↗

OFFICIAL PRIMARY SOURCE

Asset Allocation and Diversification

SEC / Investor.gov · Verified Aug. 23, 2026

Asset allocation, time horizon, risk tolerance, diversification and rebalancing concepts.

Open source ↗

OFFICIAL PRIMARY SOURCE

Diversify Your Investments

SEC / Investor.gov · Verified Aug. 23, 2026

Diversification as a risk-management concept; diversification does not guarantee against loss.

Open source ↗

HOW TO READ THIS

Evidence is not interpretation.

Official sources establish specific rules, definitions or regulatory concepts. Genwealth 360 uses those facts inside a broader educational architecture. That architecture is proprietary and should not be mistaken for a government finding, clinical study or guarantee of outcome.

BOUNDARY RULE

A citation should support the exact claim beside it — not lend borrowed authority to a broader conclusion.

Review methodology →