Search for: "Savings and Investment Plan"
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12 Feb 2016, 1:47 am
The trustee can be responsible for investments, and many people use a professional, corporate trustee. [read post]
11 Feb 2016, 2:28 pm
Sales Charge Discounts and Waivers – FINRA noted that they brought several enforcement actions in 2015 and obtained large fines of firms, including firms who failed to apply eligible volume discounts, sales charge waivers for mutual funds, unit investment trusts (UITs), non-traded real estate investment trusts (REITs) and business development companies (BDCs). 529 College Savings Plans – These accounts are generally opened by investors who wish to… [read post]
11 Feb 2016, 1:33 pm
In 2012, the California legislature enacted SB 1234 that set the stage for the creation of Secure Choice Savings Plans, a state-sponsored retirement program for private employers. [read post]
11 Feb 2016, 6:00 am
They also do not allow for the pooled longevity and investment risk that provide people the assurance they will not outlive their savings, and protect them from market volatility. [read post]
10 Feb 2016, 9:01 pm
Even in that context, however, Rubio’s tax plan as a presidential candidate is beyond the pale. [read post]
10 Feb 2016, 12:39 pm
Authorize CMS to reimburse Part D plans based on their quality star ratings. [read post]
10 Feb 2016, 12:39 pm
Authorize CMS to reimburse Part D plans based on their quality star ratings. [read post]
9 Feb 2016, 7:30 am
While construction costs may be higher, such a connection may save money in the long run in lieu of a shuttle. [read post]
9 Feb 2016, 5:00 am
In regards to its goal of protecting investors saving for retirement, OCIE intends to continue its Retirement-Targeted Industry Reviews and Examinations (“ReTIRE”) initiative which focuses on the suitability of investment recommendations made to investors, supervision and compliance procedures, conflicts of interest, and marketing practices. [read post]
6 Feb 2016, 1:32 pm
Texas has invested a great deal in drug courts and proven conclusively that strong probation works. [read post]
5 Feb 2016, 2:35 pm
For individuals with a high deductible health plan (at least $1300 for individuals and $2600 for a family), an HSA should be the place to save. [read post]
5 Feb 2016, 6:54 am
If you’ve never taken a defensive driving class, it’s a great investment in your safety. [read post]
3 Feb 2016, 4:24 pm
Most of the time when we're urged to reduce prison sentences, we're earnestly told that a good chunk of the money we'd supposedly save will be "invested" in more careful and active supervised release. [read post]
3 Feb 2016, 9:45 am
Pay off debt and start saving before thinking about investing in the stock market. [read post]
3 Feb 2016, 6:58 am
I learned pretty quickly that it was far easier to spend money than it was to save money. [read post]
3 Feb 2016, 12:10 am
I often see people who have an investment account they’ve labeled for retirement, or a savings account for their children’s college. [read post]
30 Jan 2016, 5:38 pm
When the annuitant of an Registered Retirement Savings Plan or Registered Retirement Income Fund dies, taxes in respect of either type of registered plan are generally borne by the deceased’s estate, rather than by the beneficiary of the registered plan. [read post]
27 Jan 2016, 12:08 pm
Are you confused about investment options? [read post]
27 Jan 2016, 6:28 am
Whole life has an investment component, and variable life has investment options more like mutual funds. [read post]
22 Jan 2016, 8:06 am
It can manifest itself as anything from sweepstakes scams and bogus investment schemes to dishonest caregivers or family members stealing the senior's savings. [read post]
