The first rule: If possible, don't file before 66. Second rule: If you can, file and suspend.
Bowing to industry concern, Finra says it will limit the personal data it collects in new monitoring program
Mitchell Sabshon plots a course for nontraded REIT sponsor Inland Real Estate Investment Corp. to recreate its prior success.
Racquel Oden promoted to help ramp up newly restructured PMD program.
Live from FSI OneVoice: Group wants to remove the uncertainty of continuing IRS scrutiny. <b><i> <a href="http://www.investmentnews.com/section/video?playerType=Events&bctid=3117749314001&date=20140128">Check out a video interview with Dale Brown, where the organization's president and CEO offers his Finra wish list.</a> </b></i>
On Monday, the Supreme Court let stand a decision in the 7th U.S. Circuit Court of Appeals that permits employees of the defense contractor to proceed with a class action against the firm. The case will now go to trial.
Take Five interview with Ronald Long, head of Wells Fargo's new Elder Client Initiatives
Investors took a lot of profit before top rate rose to 23.8%, Obama health care tax took hold
Four page worksheet for assessing the most appropriate type of CCRC for clients
Practical guide for investors to analyze and identify their housing needs as they age
Two page directory of resources for investors and advisers
Two page worksheet for assessesing the appropriate 24-hour nursing facility for clients
Two page "In general, don't generalize" guide
Two page worksheet for identifying the appropriate 55+ housing communities for clients
14 page checklist for evaluating home safety
Eight page glossary of terms re: aging/housing
Move is part of CEO Gorman's effort to partner brokerage, investment bank, drive return on equity.
But declaring 'independence' comes with hefty taxes &ndash; which trusts can help curb.
