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13 May 2008, 4:51 am
By the time you account for your home, investments, retirement savings and life insurance policies you own, you may find your estate in the taxable category. [read post]
29 Jul 2012, 7:58 am
* See, also, Meirowitz v Bayport-Bluepoint Union Free School Dist., 57 AD3d 858, in which the Appellate Division that a “save harmless clause” barred employees and retirees from recouping Tax Deferred Plan investment losses from the school district. [read post]
31 Jan 2008, 12:35 pm
The finance ministry is planning to set up a committee to examine the pros and cons of an Indian sovereign wealth fund. [read post]
25 Feb 2019, 6:18 am
OZs have the potential to generate substantial tax savings for investors with capital gains and the ability to hold the investment for an extended period. [read post]
7 Aug 2008, 7:39 am
• Plan to create antitrust ‘safe harbours' for low-carbon technologies whose owners wish to create patent pools for certainty of access and of price. [read post]
8 Oct 2008, 7:33 pm
Do plan to keep in touch with your contact over time. [read post]
24 Nov 2009, 9:31 pm
Pozen was President and Vice Chairman of Fidelity Investments until 2001. [read post]
18 Mar 2010, 4:54 am
However, two things struck me overall.First, it's clear there needs to be further investment in the 2007 strategies to maximize their potential. [read post]
26 Feb 2014, 3:29 pm
” MILITARY HEALTH SYSTEM (MHS): Sustained Senior Leadership Needed to Fully Develop Plans for Achieving Cost Savings, GAO-14-396T: Published: Feb 26, 2014. [read post]
3 Mar 2014, 7:00 am
Prior planning prevents poor performance. [read post]
26 Dec 2011, 9:33 pm
Make an IRA Distribution The saver’s credit, also known as the Retirement Savings Contribution Credit,isa special tax credit that helps offset part of the first $2,000 low- to moderate- income workers voluntarily contribute to IRAs and to 401(k) plans. [read post]
20 Sep 2019, 4:34 am
This includes the house, your savings accounts, and any investments–but does it include your retirement? [read post]
19 Jun 2017, 7:08 am
While the proposals will all be lumped together as a plan to “save the media”, there is the good, the bad, and the terrible. [read post]
18 Jan 2010, 5:16 am
I have a guest column today over at the Texas Tribune on the subject of Texas' 2010 criminal justice agenda, in which I took the opportunity to make the pitch for planning now how to safely cut corrections spending in ways that protect recent investments in strengthened probation and parole supervision. [read post]
12 Apr 2019, 8:06 am
” The Labor Department regulates investments and costs related to workplace savings accounts, including 401(k)s. [read post]
28 Feb 2015, 3:18 pm
Building one should be a priority, but not to the exclusion of saving for retirement. [read post]
10 Dec 2018, 6:12 am
IRAs and 401(k)s) Buying annuities Giving substantial amounts as gifts to your beneficiaries while you are alive Opening college savings plans There are complex federal and state laws governing each type of asset protection so it is essential to work with an asset protection attorney in your own state who is familiar with local statutes as well as federal ones. [read post]
12 Feb 2024, 10:00 pm
ERISA Retirement Plan Investment Resource Kit Reference this resource kit providing guidance in the form of practice notes, checklists, templates, and clauses relating to the investment, administration, and governance of retirement plans and their investment of assets in line with ERISA requirements. [read post]
2 Oct 2017, 9:22 am
” SEC staff outreach events include: an information session with seniors answering questions on investing, retirement and ways to protect against fraud, a Twitter chat about the various issues surrounding investing with robo-advisers, a Thrift Savings Plan (TSP) program for federal employees covering TSP distribution options, withdrawals, fees and how to avoid scams, and numerous saving and investing presentations for students and… [read post]
7 Apr 2021, 6:00 am
As you have seen, planning out your estate is worth the investment as it is a great way of protecting your property and dear ones when you are gone. [read post]
