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8 Dec 2014, 12:00 pm by Gerry W. Beyer
In a recent survey of 457 U.S. large and mid size employers with retirement plans, 84 percent of firms said they expect to increase efforts to educate employees on saving and investing over the course of the next two to... [read post]
8 Dec 2014, 3:56 am by Nate Nead
While it may be tempting to save money on the filings, it is sometimes best to use good reputable professionals even if the cost is somewhere in the middle of the road. [read post]
5 Dec 2014, 6:40 am
 Normally I would not recommend it unless the Grantor is planning to fund it with several million dollars. [read post]
  An IRA is a wonderful investment tool that will allow you to plan, save and invest in your future, while creating valuable tax breaks. [read post]
4 Dec 2014, 6:00 am by Yosie Saint-Cyr
The company responded that everything was fine but that there was no process in place that would enable him to exit the plan by selling stocks. [read post]
3 Dec 2014, 10:41 am by Cynthia Marcotte Stamer
  The so‐called “conflict of interest ‐‐ fiduciary investment advice rule” would broaden the definition of investment advice fiduciary for ERISA plans and individual retirement accounts to try to reduce the opportunities for financial conflicts of interest to compromise the impartiality of investment advice in the retirement savings marketplace. [read post]
2 Dec 2014, 12:05 pm by Gritsforbreakfast
Doubling down on that investment, combined with adjusting sentence thresholds for nonviolent offenses, would let Texas close even more, saving money overall and easing managerial press [read post]
25 Nov 2014, 6:37 am by jason
It will cost $800 million to offer a couple minutes in time savings for outer suburban areas that mostly don’t exist yet. [read post]
24 Nov 2014, 11:20 am by Abby Wein
  Over the 17-year period, she shifted the location of her planned studio several times. [read post]
19 Nov 2014, 12:00 pm by The Public Employment Law Press
Additionally, town officials have increased the real property tax levy for the general fund and implemented cost saving measures in the highway funds to help address the town’s declining financial condition. [read post]
19 Nov 2014, 11:00 am by Marsha Tesar
Keep track of their bank and investment information, such as PINs, savings and checking account numbers, investment accounts, CDs, and stock and bond information. [read post]
19 Nov 2014, 10:03 am by Liza Hanks
While no one knows what the future holds, for many families, the additional cost of filing an estate tax return to request portability is a smart investment. [read post]
16 Nov 2014, 5:00 pm by Yale Hauptman
    The investment earns between 1 and 2 percent, not great but certainly better than a CD or savings account would pay, but I explained to Jim that the reason to buy it is not for the return on his principal but for the long term care protection. [read post]
16 Nov 2014, 8:00 am by Gerry W. Beyer
Contrary to popular belief, a 401(k) plan, an IRA or other tax-advantaged investments is a more effective way to build wealth than owning a home. [read post]
15 Nov 2014, 7:44 pm
Vincent Corner, Head of Hong Kong Office & Head of Sectors - Asia, Pinsent Masons  Dr Gao Xiqing, formerly Deputy Chairman, China Securities Regulatory Commission; Chief Executive Officer, China Investment Corporation  Mr. [read post]
7 Nov 2014, 1:21 pm by Ray Frager
Rowe Price, as a “Gold” 529 college savings plan for the fifth straight year, the College Savings Plans of Maryland announced. [read post]
3 Nov 2014, 10:38 am by Krause Donovan Estate Law Partners
Careful planning is necessary to craft a plan that will supplement government benefits that are worth preserving, is flexible enough to adjust to changes in future benefits, will preserve and expand assets, will make sure this person receives proper care, and may even save taxes. [read post]
1 Nov 2014, 7:15 am by kleonardblog
  You should also have an idea of how much money is in your bank accounts (checking, savings, money market, etc.), brokerage accounts, investment accounts, 401Ks, pension plans, etc. [read post]
1 Nov 2014, 7:15 am by McIlveen Family Law Firm
  You should also have an idea of how much money is in your bank accounts (checking, savings, money market, etc.), brokerage accounts, investment accounts, 401Ks, pension plans, etc. [read post]