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23 Oct 2023, 6:30 am
Under this theory, the incentives to preserve or grow their 401(k) business—for example, to be selected as the recordkeepers or to have their index funds included on the investment menus of corporate plans—may cause mutual fund managers to vote with corporate management, even when doing so may not be in the best interest of the fund investors. [read post]
23 Oct 2023, 6:30 am
Under this theory, the incentives to preserve or grow their 401(k) business—for example, to be selected as the recordkeepers or to have their index funds included on the investment menus of corporate plans—may cause mutual fund managers to vote with corporate management, even when doing so may not be in the best interest of the fund investors. [read post]
17 Oct 2023, 9:48 pm
TOD applies to an investment account, such as an individual retirement account, 401(k), brokerage account, and other accounts holding securities. [read post]
17 Oct 2023, 1:29 am
Pensions And 401(k)s Be aware that Employee Retirement Income Security Act (ERISA) provisions apply to 401(k) and pension accounts. [read post]
16 Oct 2023, 11:00 pm
The plan can provide for its notional investment, often allowing the executive to direct the investment of their individual account, sometimes with reference to the same mutual funds (or other) investments available in the employer’s 401(k) plan. [read post]
12 Oct 2023, 3:34 pm
For certain retirement accounts, like 401(k)s and 403(b)s, a qualified domestic relations order (QDRO) may be needed. [read post]
9 Oct 2023, 11:00 pm
So a defined contribution variety can consider the executive’s compensation above the Section 402(g) limit (the 401(k) plan-annual limit), the Section 415 limit (for annual additions), and the Section 401(a)(17) limit (on compensation that can be recognized in determining the amount of contributions). [read post]
6 Oct 2023, 9:22 pm
In a subsequent QDRO, the trial court ordered the division of the 401(k) account. [read post]
5 Oct 2023, 1:03 pm
Retirement Accounts and Pensions Retirement accounts such as 401(k)s and IRAs may represent significant assets owned by spouses. [read post]
28 Sep 2023, 12:02 pm
For instance, and here is a simple one, what if you changed the tax status of employee 401(k) contributions (and the earnings on them) from tax deferred to tax free? [read post]
25 Sep 2023, 7:36 am
Defined contribution plans can include: 401(k) Plan: The 401(k) plan is one of the most well-known defined contribution plans in the United States. [read post]
22 Sep 2023, 10:03 am
She advocates four proposals: (a) require issuers to file Form D before they solicit investors; (b) require issuers to file an amendment at the close of the offering to see how much money was actually raised and view other factors about the offering, e.g., price, investor demographic, assets, etc. that occurred after the initial filing; (c) amend the “accredited investor” definition to eliminate the value of an investor’s permanent residence and 401(K) retirement… [read post]
19 Sep 2023, 9:08 am
Retirement benefits: Special care must also be taken when dividing employer-sponsored retirement accounts (such as 401(k)s), individual retirement accounts (IRAs), or pension benefits, since withdrawals made before reaching retirement age could incur early withdrawal penalties and income taxes. [read post]
6 Sep 2023, 1:39 am
Students interested in finding a job may obtain a work permit for up to 20 hours a week.1 Requirements: You must be 18+ (or 14+ if participating in an exchange program); enrolled in an eligible Italian educational institution; and have pre-arranged lodging, sufficient funds, and health insurance for the duration of your stay.2 Work visa Who it’s for: Those who have secured a job in Italy Overview: This employer-sponsored visa allows holders to legally live and work in… [read post]
25 Aug 2023, 7:19 am
If one spouse has pension plans, 401(k) accounts, IRAs or other retirement funds far exceeding the other’s savings, the lesser-saving spouse will likely get increased maintenance to make up the difference in golden years. [read post]
24 Aug 2023, 4:17 am
Expats have a few different healthcare options: Public healthcare: A government-funded plan that holders of the retirement visa can access for a fee of 17.6% of their income per month, with an additional 3.41% per month for each dependent. [read post]
23 Aug 2023, 5:09 am
Start by participating in your employer’s retirement plan, such as a 401(k), and consider opening an individual retirement account (IRA). [read post]
18 Aug 2023, 6:03 pm
Earlier this month they reported that 20% of adults own what pension folks call an inactive 401(K) plan. [read post]
17 Aug 2023, 11:04 pm
There are tax breaks that can offer relief for expat retirees, however, such as the: Foreign Earned Income Exclusion (FEIE): Allows those who qualify to exclude up to $120,000 of foreign-earned income (for tax year 2023) from taxation Foreign Housing Exclusion: Expats who meet either the Physical Presence Test or the Bona Fide Residence Test can use the Foreign Housing Exclusion to write off qualifying housing expenses like rent, utilities, property insurance, and more… [read post]
14 Aug 2023, 3:35 pm
Retirement Account Levy — The IRS takes the funds in your 401(k), IRA, or other retirement account. [read post]
