Good to Give
By Bob KeaneTo practice charity has been considered virtuous and admirable in virtually every culture and religion since the dawn of civilization. Everyone knows, too, that it's...
October 28, 2005
IRS Settlement Program Could Affect 412(i) Plans And Advanced ESOP, Roth IRA and Charitable Giving StrategiesThe Internal Revenue Service is trying to get some users of 412(i) defined benefit pension plans and 20 other tax-cutting vehicles to come to ...
October 27, 2005
NASD Acts On College Savings Plan Supervision ReportsThe National Association of Securities Dealers has imposed a $500,000 fine on Ameriprise Financial Services Inc. in connection with what the NASD says were ...
October 27, 2005
IRS Settlement Program Could Affect 412(i) Plans And Advanced ESOP, Roth IRA and Charitable Giving StrategiesThe Internal Revenue Service is trying to get some users of 412(i) defined benefit pension plans and 20 other tax-cutting vehicles to come to ...
October 27, 2005
Moving From Financial Salesperson To Financial AdvisorProspects can sense the difference between the twoThe tremendous benefit that accrues from status as a financial advisor is that you have no agenda, ...
October 27, 2005
Eecutive%3A Boomers Need Financial CoachingKeith Millner says financial advisors have to do more to push baby boomers to the next planning level.[@@]Millner, a senior vice president at Nationwide ...
October 27, 2005
Trickle My FancyTrickle My FancyI have never understood the much-vaunted trickle-down economic theory and how it was supposed to work.And since the theory never has worked ...
October 27, 2005
Moving From Financial SalespersonProspects can sense the difference between the twoThe tremendous benefit that accrues from status as a financial advisor is that you have no agenda, ...