International vs. Global Funds: Investors Need to Know the Difference
International and global mutual funds offer investors access to markets outside of the United States. But what's the difference between these two funds? Read on to find out and learn the advantages of each.
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What Are SPACS, and Should I Be Invested in Them? Your Questions Answered
SPACs have become a popular investment strategy, raising substantial funds in 2020. But how do SPACs work? And should you be investing in them?
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Active vs. Passive Investing: It’s Time to Understand the Difference Once and For All
As you ramp up your investing efforts, you'll need to understand the difference between active and passive investing. Find out which strategy may be right for you with this helpful guide.
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62, 70 or Somewhere In Between? It’s Time to Answer the Question Once and For All: When Should I Claim Social Security?
Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.
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You’re a High-Level Executive With Stock Options: A Guide to Understanding the Complexities of Equity Compensation
Equity compensation can be a complex subject. Here's what you need to know about the value, risks and tax implications that go along with equity compensation.
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The Answers to 46 Frequently Asked Questions about Retirement
We’ve assembled a blog of some of the most common retirement questions, particularly by those defined as “pre-retiree” and nearing retirement. 1171 46 Retirement Questions
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The Aggregation Of Employers And Employees: Affiliated Service Groups
The affiliated service group (ASG) rules were added to the Code in order to close several loopholes that practitioners found in the controlled group rules. Even if two businesses do not constitute a controlled group, the ASG rules will aggregate the businesses if they are sufficiently tied together in performing services for one another or for third parties.
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The Aggregation Of Employers And Employees: Controlled Groups
One example of a controlled group is a Parent-subsidiary controlled group: The simplest form of a parent-subsidiary controlled group consists of one business (the parent) that owns at least 80% of another business (the subsidiary).
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How the New Electronic Disclosure Rule affects your 401(k) Plan
This episode is a great example of how fast technology is changing, and how that affects 401(k) plans. We’ve selected audio clips from a recent Qualified Plan educational webinar that Josh hosted with Matthew Eickman, the National Retirement Practice Leader for Prime Capital Investment Advisors & Qualified Plan Advisors. In this episode, Josh and Jay […]
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Investments Keeping You Up at Night? Managing Stress During Market Volatility
Handling investments during a volatile stock market is stressful. Consider these financial stress-management tips before letting investment anxiety get the best of you.
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