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13 May 2024, 11:31 am
Grantor Retained Annuity Trust (GRAT) This is a great legacy tax and financial planning strategy if you own investment properties or a business. [read post]
13 May 2024, 10:18 am
They include: Bank accounts Investment accounts Savings accounts Securities accounts Mutual funds Trusts Retirement plans Business and corporate accounts Life insurance policies As with any tax form or issue, there are exceptions and limitations. [read post]
13 May 2024, 8:54 am
Labor Department issues rule to ensure that pension plans can consider climate risks when making investment decisions. [read post]
12 May 2024, 9:01 pm
OCC’s Letter on Uniform Federal Banking Standards On November 9, 2023, the General Counsel of the Office of the Comptroller of the Currency (the “OCC”) issued a letter to the CEOs of all national banks and federal savings associations (“FSAs”) addressing uniform federal banking standards.[13] In the letter, the OCC explains that it is aware that some states have passed laws or taken other actions that “purport to apply to national… [read post]
10 May 2024, 11:49 am
He plans to outline more than $32 billion in cuts to make that happen so that the state Legislature can must pass a spending plan by June 15. [read post]
10 May 2024, 11:49 am
He plans to outline more than $32 billion in cuts to make that happen so that the state Legislature can must pass a spending plan by June 15. [read post]
10 May 2024, 6:45 am
Infrastructure Investment and Jobs Act – the Two Year Anniversary On November 15, 2023, the EPA issued a news release to “celebrate two years of progress” under the Infrastructure Investment and Jobs Act. [read post]
10 May 2024, 3:30 am
Indeed, many go through great lengths to avoid firing staff, such as investing in performance improvement plans (PIPs) or looking for other roles within the company that better fit the employee’s strengths. [read post]
10 May 2024, 3:00 am
”, “Save women’s lives! [read post]
9 May 2024, 6:22 am
Personal Income and Savings: Personal income saw significant increases, driven by compensation gains and transfer receipts, although the personal saving rate slightly decreased, suggesting a potential shift towards increased consumer spending or lower rates of savings amid rising costs. [read post]
9 May 2024, 2:30 am
Do you have any suggestions for other cost-saving measures? [read post]
8 May 2024, 2:26 pm
In general, retirement income is secured through three sources: social security, retirement savings in qualified plans, and personal assets/investments held outside of qualified plans. [read post]
7 May 2024, 3:00 am
Retirement savings: 401(k)’s, IRA’s, and other retirement savings accounts are generally safe from the trustee and creditors in bankruptcy. [read post]
6 May 2024, 5:16 am
Department of Labor issued its Retirement Security Rule: Definition of an Investment Advice Fiduciary. [read post]
6 May 2024, 3:32 am
At that time, the three members agreed to market the Company for sale through an investment banking firm. [read post]
4 May 2024, 4:00 am
DOWNLOAD Florida Invests Millions to Keep Babies Alive. [read post]
4 May 2024, 4:00 am
DOWNLOAD Florida Invests Millions to Keep Babies Alive. [read post]
2 May 2024, 12:35 pm
RBC failed to establish and maintain a supervisory system reasonably designed to supervise representatives’ recommendations to customers to purchase particular share classes of 529 savings plans in violation of MSRB Rule G-27. [read post]
1 May 2024, 3:42 pm
To alleviate antitrust concerns and secure the FTC’s approval, Kroger and Albertsons have announced plans to sell off hundreds of stores. [read post]
1 May 2024, 7:00 am
However, the potential consequences of missteps far outweigh the initial cost savings. [read post]
