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30 Sep 2021, 7:33 am
Dividing Complex Assets Couples with a high net worth may need to determine how to handle assets such as: Bank accounts - A couple may have multiple accounts, including savings accounts in different states or countries, money market accounts or other types of investments, and checking accounts or lines of credit used to make regular payments. [read post]
15 Apr 2013, 8:03 am
It is unrealistic to think that what may have been accumulated over many years pursuant to an evolving investment plan can be quickly and cheaply divided in an appropriate, beneficial and agreeable manner.2. [read post]
26 Jul 2022, 1:58 pm
Some of the most common monetary and business assets that are analyzed in a high-value divorce include: Investments and financial investment accounts Income statements, including checking and savings accounts Tax statements Owned real estate Pension and retirement accounts Tangible valuables, including jewelry, cars, and other high-value items A financial analyst can examine the assets of two spouses and help create a unique financial… [read post]
17 Apr 2019, 6:30 am
Tip: The safest account is a separate checking or savings account. [read post]
23 Aug 2011, 1:54 pm
Once you review your plan this way, you may discover what you REALLY want and adjust your plan accordingly. [read post]
22 Feb 2012, 1:33 pm
In addition, the structure of renewable production and investment tax credits has required many firms to invest in inefficient tax planning through tax equity structures so that they can benefit even when they do not have tax liability in a given year because of a lack of taxable income. [read post]
7 Mar 2011, 7:13 am
Obviously, the Treasury will be receiving less directly for a time, but the manoeuvre should be thought of as an investment. [read post]
27 Jun 2022, 3:11 pm
Funds saved during the marriage, as well as the increase in value of an account due to interest and investments by a plan administrator will be considered to be marital assets. [read post]
18 Sep 2021, 8:00 am
Now, the plan is a page document that goes through income investments, taxes, and estate planning, each of those four elements. [read post]
8 Apr 2021, 9:04 am
Cellebrite’s mission is to enable its customers to protect and save lives, accelerate justice and preserve privacy in communities around the world. [read post]
6 May 2013, 6:48 am
” The purpose of this shift was to save money as these companies and their defined benefit plans began to feel the strain of the baby boomers reaching retirement age. [read post]
14 Jun 2022, 9:01 pm
Affiliates and broker-dealers entering into Rule 10b5-1 sales plans that extend beyond the estimated March 2023 compliance date should consider this issue. [read post]
5 Feb 2024, 9:05 pm
ERISA defines a fiduciary as someone who has “any authority or control” over an investment plan or who gives advice “for a fee or other compensation. [read post]
8 Nov 2010, 6:59 am
I plan to touch on these areas in my upcoming posts. [read post]
22 Sep 2009, 3:11 pm
China stole the show today at the the UN summit on climate change by stating its plans to invest massively in energy-saving technology and nuclear power. [read post]
3 Apr 2023, 9:05 pm
He said that “the legislation passed by the Congress would put at risk the retirement savings of individuals across the country. [read post]
13 Oct 2008, 12:05 pm
This article explains the various factors at play in determining the optimum starting point, including: longevity considerations; spousal implications, whether for a previously employed or a previously unemployed spouse; the impact of post-retirement employment; the availability of health insurance prior to Medicare eligibility for the worker and the worker's spouse; alternative sources of retirement income, including distributions from retirement savings plan assets and… [read post]
26 Apr 2023, 9:05 pm
At the same time, defined contribution plans shifted the investment risk onto individual employees, whose retirement savings became directly affected by their employers’ decisions about plan administration and investment menu construction. [read post]
25 Mar 2008, 3:29 pm
Grow Your Money 101 Easy Tips To Plan, Save, and Invest by Jonathan Pond Collins $26.95, hard back, 352 pages, 9780061121401 (2006) Jonathan Pond is a PBS financial expert and this book is filled with advice on how you can buy a new house, raise your children, pay for college tuition, save for retirement and lots of other things – all while having a few dollars left over to have some fun. [read post]
26 Oct 2011, 5:00 pm
This ensures that your assets can be quickly transferred to the beneficiaries, and saves them the time and expense of a probate proceeding. [read post]
