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Retirement

IBM Shocking New Type Of Pension Is The Old Defined Benefit Plan

admin Nov 10, 2023 0 Comments

Tyrannosaurus from the Cretaceous era 3D illustrationgetty The DB dinosaurs are back, and they are good dinosaurs. International Business Machines IBM announced it is halting all their 401(k) matches to…

Retirement

Will Your Estate Plan Be Followed?

admin Sep 24, 2023 0 Comments

getty An estate plan can be too detailed or rigid. When that happens there’s a good chance at least some of it won’t be followed. That’s especially true when assets…

Taxes

The House Needs A Stopgap Funding Plan

admin Aug 21, 2023 0 Comments

To avoid a shutdown, a stopgap measure is in the works for September. Speaker Kevin McCarthy (R-CA) told his conference last week that House Republicans plan to take up a…

Insurance

HDFC Children’s Dual Benefit Plan

admin Jul 16, 2023 0 Comments

All parents want to save for the future of their children by investing in different policies. One such policy is the HDFC Life Child Plan, a dual-benefit plan that can…

Insurance

Bajaj Allianz Eligibility for the best guaranteed return investment plan and other details

admin Jul 2, 2023 0 Comments

Do you plan to invest money for guaranteed returns? So, consider investing in guaranteed income plans from India's well-known life insurance company, Bajaj Allianz. It is a joint venture between…

Taxes

House GOP Tax Plan: Details and Analysis

admin Jun 27, 2023 0 Comments

This is part of our educational blog series, "The Short Form," on simplifying tax problems and exploring the world through the lens of tax policy. Learn more about taxes with…

Retirement

Which is better for your estate plan: a will or a trust?

admin Jun 25, 2023 0 Comments

getty There are two tools available to spend the bulk of your financial legacy. The best option for one person may not be optimal for another. Both a will and…

Taxes

An expensive tax plan, unclaimed refunds, and tax-paying golf leagues

admin Jun 10, 2023 0 Comments

The House Ways and Means Committee's tax bill will likely have no offsets. Tax Notes reports (paywall) that the panel's business-oriented tax package that would restore certain tax breaks that…

Taxes

Is genetic information collected by a health plan in connection with obtaining other information about an individual a violation of GINA?

admin May 31, 2023 0 Comments

ASK: Our company wants to conduct a health risk assessment before you enroll in our group health plan. While we would not ask any questions related to a person's family…

Investing

Passive Management: The Baseline for Defined Contribution Plan Sponsors?

admin May 5, 2023 0 Comments

Plenty of data shows that passive management has largely outperformed its net-fee active counterpart for over a decade. This helped induce a massive transfer of assets from active funds to…

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Taxes

What to know about Form 4562 Depreciation and Amortization

Insurance

Best Plant Based Sources of Protein

Retirement

November 2023 FIRE Update – Retire by 40

Taxes

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