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21 Apr 2017, 3:00 am
Even really bad 401(k) plans have options for low-fee investors and based on what I’ve seen in my review of law firm 401(k) plans, you are likely to find low cost options that can keep your total fees well below that threshold. [read post]
20 Apr 2017, 12:09 pm
Now, the six areas are education planning, retirement investments, insurance, estate planning – I’ve got to fess up. [read post]
19 Apr 2017, 8:55 pm
You also have a house in your own name, worth $700,000 and some investment accounts worth $1 million. [read post]
19 Apr 2017, 6:16 pm
Indeed, creating a family limited partnership will save you in transfer taxes, according to a recent ThinkAdvisor article titled “Estate Planning: The Family Limited Partnership Strategy. [read post]
18 Apr 2017, 4:29 pm
Amended Bills AB 35 (Quirk, D): Residential and nonresidential buildings: energy savings program. [read post]
17 Apr 2017, 3:00 am
That means knowing the basics of tax-protected accounts like 401(k)s, Roth IRAs, Health Savings Accounts and the basics of investing like index funds, the S&P 500, etc. [read post]
17 Apr 2017, 3:00 am
That means knowing the basics of tax-protected accounts like 401(k)s, Roth IRAs, Health Savings Accounts and the basics of investing like index funds, the S&P 500, etc. [read post]
15 Apr 2017, 7:10 am
McBride1 With this week’s certification of the Commonwealth of Puerto Rico’s fiscal plan, the Oversight Board and the new government in San Juan took their first tangible steps toward defining how much aggregate debt service Puerto Rico can afford to pay its creditors over the coming years. [read post]
14 Apr 2017, 3:00 am
You’ve invested in many companies. [read post]
14 Apr 2017, 3:00 am
You’ve invested in many companies. [read post]
13 Apr 2017, 5:00 am
“Don’t let divorce stop you from planning for your future,” she said, “Investing in your 401K plan will allow you to save for retirement. [read post]
12 Apr 2017, 7:07 am
If business/investment use is 100%, the full lease cost is deductible. [read post]
12 Apr 2017, 5:00 am
The court found that the Complaint failed to plausibly allege that the named fiduciaries (“Defendants”) of the JPMorgan 401(k) Savings Plan (the "Plan") breached the duty of prudence owed to Plan participants under the Employee Retirement Income Security Act ("ERISA"). [read post]
11 Apr 2017, 1:29 pm
Sophia and Max met with their estate planning attorney and learned that they could create a community property trust. [read post]
11 Apr 2017, 6:00 am
China’s most recent Five-Year Plan explicitly identifies semiconductors as a “core industry. [read post]
10 Apr 2017, 11:08 am
Plan Administrator for DuPont Savings and Investment Plan. [read post]
6 Apr 2017, 6:54 am
It might surprise you to know the number of times people, even with some insurance, still have had to directly pay from their own savings and investments due to horrible injuries they or their children caused. [read post]
3 Apr 2017, 3:31 pm
Codicil for a Will Codicils used to be written to save the time and effort of re-typing a Will. [read post]
2 Apr 2017, 6:33 pm
Ask your doctor for a prescription since prescription medicines are deductible and qualify for reimbursement under tax-favored health plans. [read post]
2 Apr 2017, 2:40 pm
, Clean Power Plan, non tidal wetland expansion, etc.). [read post]
