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31 Jul 2017, 9:58 am by Mark Astarita
The Securities and Exchange Commission today charged four former Atlanta-area brokers with fraudulently inducing federal employees to roll over holdings from their federal Thrift Savings Plan (TSP) retirement accounts into higher-fee, variable annuity products. [read post]
31 Jul 2017, 3:00 am by Biglaw Investor
For a steeper 0.40% fee, you can the Betterment Premium plan which includes all of the services offered by the Digital plan plus access to certified financial planners if you want the human touch. [read post]
28 Jul 2017, 6:00 am by Doug Cornelius
As part of a federal agency-wide reveal of the new Administration’s plans for rulemaking, the SEC posted the latest version of its Reg Flex Agenda last week. [read post]
28 Jul 2017, 6:00 am by Doug Cornelius
As part of a federal agency-wide reveal of the new Administration’s plans for rulemaking, the SEC posted the latest version of its Reg Flex Agenda last week. [read post]
26 Jul 2017, 11:57 am by Thaddeus Mason Pope, JD, PhD
Developing policies, and procedures and responding to requests has required a substantial investment of resources in an already over taxed health care system. [read post]
24 Jul 2017, 10:09 am by Colby Pastre
In any given year, a household might direct contributions into a traditional IRA, a Roth IRA, a SEP IRA, a SIMPLE IRA, a 401(k) plan, a 403(b) plan, a 457 plan, a 529 qualified tuition program, a Coverdell education savings account, a health savings account, or an ABLE account. [read post]
21 Jul 2017, 8:28 am by Bob Kraft
Now that your funds are seemingly securely stored in checking and savings accounts, you naturally feel at ease and relaxed about the safety of your money. [read post]
“You're now responsible for generating your own retirement paycheck by drawing on Social Security, a pension (if you're fortunate enough to still have one) and your savings and investments. [read post]
18 Jul 2017, 11:42 am by Jay Salamon
An incompetent or unethical stockbroker can easily wipe out your savings and might even destroy the lives of hundreds of customers. [read post]
18 Jul 2017, 8:01 am by Colby Pastre
Setting aside for a minute the case that these two policies are complementary and should not be pitted against each other, the fact that expensing “only benefits new capital investment” is exactly why it should be the centerpiece of any tax reform plan. [read post]
17 Jul 2017, 1:26 pm by Steven Buchwald
Powerful Examples   Tales of employees becoming rich after investing in risky startups frequently make headlines. [read post]
17 Jul 2017, 7:54 am by Leiza Dolghih
Not saving an electronic version of the signed non-compete agreement. [read post]
17 Jul 2017, 7:00 am by Mike Habib, EA
IRS releases next year’s inflation adjustments for health savings accounts (HSAs). [read post]
16 Jul 2017, 11:57 pm by Tessa Shepperson
The response which follows is exactly the same as the one I submitted (save for a few formatting changes to make it easier to read) and so does not take account of points raised recently – such as the fact that landlords may be disinclined to take pets if only one month’s deposit is permitted. [read post]
14 Jul 2017, 2:11 pm
“Corporate Immunity Bill” Would Let Investment Firms Steal Money from Workers’ Retirement Accountsby Leslie BaileyStaff Attorney, Public JusticeIt’s no secret that most Americans are struggling to save enough money for retirement. [read post]
14 Jul 2017, 7:17 am by Thomas Dowdell (US)
” The revised bill includes Senator Cruz’s proposal (in brackets) to allow insurers under certain conditions to offer health plans that do not comply with the Affordable Care Act (ACA), provided they also offer at least one plan that is ACA-compliant. [read post]
14 Jul 2017, 3:00 am by Biglaw Investor
Don’t change your investing plan (save more money if you feel like you’re behind). [read post]
13 Jul 2017, 11:23 am by HR Hero
The revised bill would allow consumers to use health savings accounts (HSAs) to pay premiums. [read post]
12 Jul 2017, 3:50 am by Kevin LaCroix
 When padlocked files are business-critical (e.g. an important intellectual property formula); when encryption cannot be defeated (no matter how good the code-breaker) or when time is of the essence (e.g. when patient data is needed for life-saving surgery), paying the ransom can become the proverbial best worst option. [read post]