Search for: "Savings and Investment Plan"
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18 Dec 2011, 12:21 pm
Where do you invest your money, Lemon? [read post]
17 Sep 2011, 8:43 am
Irrevocable life insurance trusts or "ILIT's" are a mainstay of high end estate planning for all sorts of reasons, mostly having to do with saving taxes [click here]. [read post]
11 Sep 2023, 11:24 am
However, navigating the strict timeframes associated with this tax-saving tool can be challenging. [read post]
15 Sep 2011, 7:02 am
The boomer generation, aged 47 to 65, believe they deserve to spend their hard-earned money while they're alive instead of working on an estate plan that saves money for the next generation. [read post]
16 Aug 2012, 6:50 am
And the very same factors are the reasons private-sector employers have won a reprieve from putting money into their plans, saving them a ton of cash. [read post]
8 Nov 2008, 8:39 am
How do you make decisions on retirement plans during a divorce? [read post]
1 Aug 2016, 9:42 pm
Scott Brain, et al of an employee benefit plan trustee, and an individual lawyer and her law firm that served as the employee benefit plan’s outside legal counsel of violating the fiduciary responsibility and whistleblower rules of the Employee Retirement Income Security Act of 1974 (ERISA) illustrates why employee benefit plan sponsors, trustees or other fiduciaries, their management, legal counsel, auditors and other service providers must both prudently… [read post]
14 Feb 2008, 1:41 pm
More on Hillary's new plan: Clinton told the GM workers, "I'm announcing an agenda to rein in the special interests and save the American people at least $55 billion a year. [read post]
30 Nov 2017, 12:30 pm
This crowds out the opportunity for small business to invest because the limited savings bids up the cost of borrowing. [read post]
17 Feb 2017, 1:28 pm
In a future article, we will discuss options for saving an EB-5 project in trouble and how those options may be pursued. [read post]
25 Jul 2007, 8:00 am
She met with Martini, who pitched MetLife's 50/50 Savings Plan to her as a savings vehicle that would generate approximately $100,000 when she reached 65 if she put in $50 a month. [read post]
4 Feb 2009, 2:55 am
musings about progressive punishment perspectives Will we invest in classrooms or cells in these tough times? [read post]
21 Sep 2011, 4:32 pm
Tax consequneces: Retirement investments are given favored tax-treatment by the IRS while you are saving the money. [read post]
28 Apr 2021, 1:55 am
The Biden plan would increase the tax burden on the foreign operations of U.S. multinationals by more than $714 billion over the next decade. [read post]
8 Jan 2007, 9:00 pm
This year I plan to keep the info short and sweet: name, old school, and new school. [read post]
22 Jan 2018, 3:00 am
Or invest in a taxable brokerage account for retirement? [read post]
7 Dec 2010, 11:42 am
Estate planning: chilled further. [read post]
11 Jul 2018, 12:04 pm
If you owe taxes and you don’t make payments on time, you might be subject to a penalty which could “eat up” any potential growth or income that you could have saved by investing your refund. [read post]
30 Aug 2022, 6:39 am
Understandably, many people divorcing in their 50s and 60s worry about how the divorce will affect their retirement plans, housing, investments, and overall financial future. [read post]
8 Jan 2018, 12:00 am
Further, the Plaintiff could not establish an economic loss because the Defendants sold the company in an effort to save the value of the Plaintiff’s investment. [read post]
