Search for: "Savings and Investment Plan"
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14 Jan 2015, 8:30 am
Okay, Kyle, what is a 529 Savings Plan? [read post]
24 Oct 2011, 10:47 am
The regulations say they affect plan sponsors, fiduciaries, participants and beneficiaries of participant-directed individual account plans, as well as providers of investments and investment advice related services to these plans. [read post]
2 Nov 2023, 5:00 pm
On October 18, 2023, the Maine Retirement Savings Board adopted a final rule implementing Maine’s state-run retirement savings program, the Maine Retirement Investment Trust or MERIT. [read post]
6 Jun 2007, 3:02 am
The federal government offers employees the equivalent of a 401K plan through a fund known as the Thrift Savings Plan, which has over 3 million participants. [read post]
20 Jul 2009, 1:00 am
Raquel Meyer Alexander (University of Kansas, Department of Accounting) & LeAnn Luna (University of Tennessee, Department of Accounting) have posted How Investors Respond to Disclosures: The Case of 529 College Savings Plans on SSRN. [read post]
24 Feb 2019, 4:34 pm
A real estate investment trust has many estate planning and investment benefits. [read post]
2 Nov 2011, 9:39 am
Whether you’re a parent or a grandparent, one of the hallmark ways of preparing for the upcoming generation is the college savings 529 plan. [read post]
17 Jan 2024, 2:05 am
Investment advice offered through Kelly Benefits Advisory, a registered investment advisor and separate entity from LPL Financial. [read post]
6 Mar 2014, 12:15 pm
For generations, savings bonds have been purchased for newborns and retirees alike as an investment in the future. [read post]
6 Mar 2014, 12:15 pm
For generations, savings bonds have been purchased for newborns and retirees alike as an investment in the future. [read post]
18 Jul 2016, 6:14 am
In my book, Empire of the Fund: The Way We Save Now, just published by Oxford University Press, I examine the challenges to our new system of individual investing. [read post]
16 Nov 2017, 12:00 pm
529 plans are generally excellent savings vehicles for funding a child’s education. [read post]
17 Mar 2015, 11:30 am
The plan may not offer the best investment options available to the participant. [read post]
2 Nov 2023, 4:00 am
After spending your lifetime working hard, saving money, and investing your savings wisely, the idea that your estate could lose almost half its value to taxes is more than a bit unsettling. [read post]
1 Dec 2019, 4:31 pm
Tax SavingsCapitalize on Winners Your investments are a good starting point for implementing tax-saving strategies. [read post]
6 Sep 2018, 6:07 am
Taylor (Taylor) put $19 million of investor money, including elderly investors’ retirement savings and pension plans, in risky investments and all the while secretly pocketing large commissions. [read post]
7 May 2018, 3:00 am
Streamlining investment options: More than four in 10 respondents (42%) reduced the number of investment options they offer to plan participants over the past 3 years, and another 41% plan to do so by 2020. [read post]
7 May 2018, 3:00 am
Streamlining investment options: More than four in 10 respondents (42%) reduced the number of investment options they offer to plan participants over the past 3 years, and another 41% plan to do so by 2020. [read post]
30 Jun 2022, 3:55 am
John Barrasso (R-WY), Steve Daines (R-MT), James Lankford (R-OK), and Todd Young (R-IN), recently introduced the Middle-Class Savings and Investment Act. [read post]
21 Dec 2009, 9:24 am
Senator Joe Pennacchio congratulated Franklin Templeton Investments on its announcement of a more than 50 percent reduction in fees to parents who invest in the NJBest college savings plan. [read post]
