Search for: "Savings and Investment Plan"
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7 Jul 2014, 4:49 am
Allowing plan fiduciaries to give investment advice to participants. [read post]
6 Jul 2014, 9:01 pm
While paying taxes is still one of the “top 2 certainties” in our lives, and we can’t legally avoid them, there are a number of property tax deferral/loan/grant programs currently in place (or in process) in Ohio offering some relief.Most counties in Ohio allow taxpayers to pay in installments.In Cuyahoga County, the “EasyPay” program allows current taxpayers (or those on delinquent tax payment plans) to have their upcomingreal estate tax payments automatically… [read post]
5 Jul 2014, 10:00 am
Experts advise families to use tax-advantaged college investment accounts known as 529 plans to save for future education expenses. [read post]
1 Jul 2014, 7:41 pm
You can take time to save up cash if you delay for a while. [read post]
26 Jun 2014, 2:32 pm
Some examples of payors investing in/acquiring providers include UnitedHealth Group acquiring Monarch HealthCare, an Irvine, Calif. [read post]
26 Jun 2014, 9:16 am
Nick Bagiatis: The knowledge management behind the investments that firms make touches all of the KPIs that we talk about. [read post]
26 Jun 2014, 8:49 am
<> Senators Push Administration for Expanded Offshore Drilling in Next 5-Year OCS Leasing Plan - U.S. [read post]
26 Jun 2014, 3:58 am
Instead it expects everything to be put in place for what in the end will be free money; that’s the thumbnail version that saves long explanations of every financing option in the works. [read post]
25 Jun 2014, 7:29 am
One difference between a custodial account and educational savings plan is how they are taxed. [read post]
25 Jun 2014, 6:57 am
According to Bloomberg, the couple were recommended by Lucia to invest $300,000 of their retirement savings into non-traded real estate investment trusts. [read post]
24 Jun 2014, 5:57 am
However, a variable annuity in an IRA provides no additional tax savings. [read post]
23 Jun 2014, 9:47 am
The Bloomberg article tells its tale about a broker who targeted retirees of Dallas based AT&T who enjoy both a 401k and pension plan. [read post]
23 Jun 2014, 8:57 am
You may need to reevaluate how your estate plan deals with your IRA. [read post]
23 Jun 2014, 7:47 am
A recent article by Bloomberg highlighted a disturbing trend whereby brokers of independent brokerage firms have been able to make substantial profits while providing allegedly unsuitable investment advice and potentially tanking the retirement savings of potentially hundreds and maybe thousands of blue collar workers. [read post]
20 Jun 2014, 8:12 am
Whether it’s a long-term care insurance policy or another mechanism for protecting your hard-earned savings, it is imperative that you put some kind of plan in place. [read post]
19 Jun 2014, 6:30 am
No, for most of us wealth building requires prudent savings, investing and spending. [read post]
16 Jun 2014, 8:45 am
Big manufacturers that use energy efficiency to save on power costs told Kasich the law could hurt them. [read post]
16 Jun 2014, 6:00 am
Even if only one out of three GRATs produced this level of tax savings, Ned’s investment in planning would produce a robust return. [read post]
16 Jun 2014, 3:12 am
SAVE THE DATE! [read post]
15 Jun 2014, 9:48 am
“This investment will allow an additional one million low income Ontarians to qualify for legal aid services. [read post]
