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RIA NEWS SEP 08, 2009
Reporting a client's foreign currency tax transactions - Tax News & Information - Investment News

Suppose your client decides to invest in the stock of a European company that is not traded in the United States. How would he report the transactions for tax purposes?

RETIREMENT PLANNING SEP 08, 2009
Obama makes it easer for small companies to set up 401(k)s

The recession has eaten into people's nest eggs so the government is promoting ways to make it easier to save for retirement.

MUTUAL FUNDS SEP 04, 2009
ICI backs Gartenberg standard on fees in Supreme Court case

The Investment Company Institute filed a brief yesterday urging the U.S. Supreme Court to endorse the longtime Gartenberg standard for evaluating claims that a mutual fund's investment advisers have received excessive compensation.

RETIREMENT PLANNING SEP 04, 2009
401k contribution limits face potential fall

You've probably heard it over and over again: contribute up to the maximum amount in your 401(k) plan to improve your chances of a comfortable retirement.

REGULATION AND LEGISLATION SEP 04, 2009
Kennedy's death impacts Wall Street reform effort

President Barack Obama's plan to recast how the government regulates Wall Street could be thrown a curve this fall if Sen. Tim Johnson, a Democrat whose home state is a major hub for credit card companies, takes over the chairmanship of the Senate's banking committee.

RIA NEWS SEP 03, 2009
New jobless claims dip less than expected to 570K

New jobless claims fell slightly last week while the number of people receiving unemployment benefits rose, a sign the job market's recovery will be long and bumpy.

RIA NEWS SEP 03, 2009
Retailers report sales declines for August

Retailers on today posted sales declines for August as shoppers held back on back-to-school purchases and continued to focus on necessities, raising further concern about the upcoming holiday season.

REGULATION AND LEGISLATION SEP 02, 2009
SEC, CFTC to 'harmonize' rules

Two agencies with oversight of the financial markets are trying to coordinate their regulations to eliminate differences involving similar types of investments and instruments

RIA NEWS SEP 02, 2009
Productivity up 6.6% in 2Q, most in six years

Worker productivity grew at the fastest pace in nearly six years in the spring while labor costs fell by the most in nine years, as companies slashed costs to survive the recession.

ETFS SEP 02, 2009
Regulators impose new limits on leveraged ETFs

Regulators are imposing new restrictions on leveraged exchange-traded funds, volatile investments that can multiply the gains or losses of a market index or benchmark.