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15 Dec 2016, 7:07 am
That means Estate Trustees will now need to have a plan (and the money) to produce an objective valuation of estate assets. [read post]
14 Dec 2016, 4:27 pm
In 2015, Beijing initiated a master plan called “Made in China 2025”, aimed at turning the country into a production hub for high-tech products within the next few decades. [read post]
14 Dec 2016, 8:32 am
Covered retirement plans include: Defined-contribution plans: four types of 401(k) plans, 403(b) plans, employee stock ownership plans, Simplified Employee Pension (SEP) plans and savings incentive match plans (simple IRA) Defined-benefit plans: pension plans or those that promises a certain payment to the participant as defined by the plan document Individual… [read post]
14 Dec 2016, 3:00 am
Yet a lot of retirement and investment planning is focused on figuring out your “number”. [read post]
12 Dec 2016, 3:00 am
By now you know that early in your career your savings rate is way more important than your investment rate. [read post]
9 Dec 2016, 3:00 am
Load up on those cheap index funds and focus on saving money. [read post]
7 Dec 2016, 10:54 am
Certainly, save the maximum available in a Health Savings Plan, if that is available to the person. [read post]
7 Dec 2016, 7:34 am
We’ve supported investments in health care and electricity and education. [read post]
7 Dec 2016, 3:00 am
Would I want my accountant to eyeball this before I executed the plan? [read post]
6 Dec 2016, 12:49 pm
The disability community fought long and hard to change this, and together we’ve come up with a solution.An Oregon ABLE Savings Plan is a way to save for eligible expenses, invest for the future and keep the benefits you rely on every day. [read post]
5 Dec 2016, 3:40 pm
Office of Community Investment and Infrastructure, et al. [read post]
5 Dec 2016, 2:16 pm
Marshall Plan but noted the apparent lack of an ideological underpinning to OBOR. [read post]
3 Dec 2016, 1:29 pm
But to do that, they would have to demonstrate how that works and invest in it big time. [read post]
2 Dec 2016, 3:00 am
Look at the national debt and the possible Trump spending plans on the horizon. [read post]
1 Dec 2016, 12:47 pm
By way of example, the DOL reiterates the view set forth in the Final Rule that there is a conflict of interest when an adviser recommends that a retirement investor roll retirement savings out of a plan into a fee-based account that will generate on-going fees for the adviser that he would not otherwise receive, even if the fees do not vary based on assets recommended or invested. [read post]
1 Dec 2016, 12:47 pm
By way of example, the DOL reiterates the view set forth in the Final Rule that there is a conflict of interest when an adviser recommends that a retirement investor roll retirement savings out of a plan into a fee-based account that will generate on-going fees for the adviser that he would not otherwise receive, even if the fees do not vary based on assets recommended or invested. [read post]
1 Dec 2016, 5:50 am
Wage inflation boosted the cost of pipers piping and drummers drumming (make a note if you’re planning a holiday bash). [read post]
28 Nov 2016, 7:07 am
The major drivers are as old-school as they come: direct savings from the elimination of human labor and indirect savings from reduced errors, management and other overhead expense. [read post]
26 Nov 2016, 6:50 pm
Hiring an investment bank or internal deal makers can help save heartburn in the interim. [read post]
18 Nov 2016, 1:17 pm
A lousy $20 investment per week in a 401(k) plan yields a substantial retirement. [read post]
