Month: September 2020

Retirement savers could be put at risk by a proposed Department of Labor rule on workplace retirement plan rollovers and lump sum distributions, DOL was warned today. Savers would be harmed because financial professionals giving rollover and lump sum advice would be held to non-fiduciary sales standards, Consumer Federation of America Director of Investor Protection
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Economic Security Planning, Inc. Today’s column addresses questions about whether continuing income can replace earlier years with low or no income taxed by Social Security, whether to file for lower retirement benefits after spousal benefits and potential benefits based on a deceased parent’s record. Larry Kotlikoff is a Professor of Economics at Boston University and
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Macy’s, which is known for kicking off the holiday season with its nationally televised Thanksgiving Day parade, is painting a picture of a holiday season unlike any other.  As the country still grapples with the global coronavirus pandemic, CEO Jeff Gennette said Wednesday he is anticipating a more drawn-out holiday season — with shopping kicking off
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Bright ideas ahead. getty The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed by Congress with overwhelming support and was signed into law by President Trump on March 27th, 2020. CARES was far-reaching and included substantial stimulus for businesses, particularly small businesses. In this post, we’ll look at some possible blending of stimulus
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Source: Robinhood Popular trading platform Robinhood is under investigation related to its disclosures around its practice of selling clients’ orders to high-frequency traders, the Wall Street Journal reported Wednesday. The Securities and Exchange Commission’s probe into the Silicon Valley start-up is at an advanced stage and could result in a fine of more than $10 million if
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A California street getty It sounds preposterous, and the headline of a recent article here at Forbes by Marilyn Cohen is certainly eye-catching: “The Lunacy Of Using City Streets To Collateralize New Municipal Bond Deals.” And these aren’t just any municipal bond deals — two cities in California are issuing bonds with their own city
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This segment of What’s Ahead expresses utter astonishment that Britain’s nominally conservative government is ready to impose an array of growth-suffocating taxes on an economy that’s reeling more than just about any other from the coronavirus-induced crisis. If the Democrats win here, the U.S. will do the same.  Taxes are a price we pay, but
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Dr. Anthony Fauci, director of the National Institute for Allergy and Infectious Diseases, testifies at the House Select Subcommittee on the Coronavirus Crisis hearing in Washington, D.C., July 31, 2020. Kevin Dietsch | Pool via Reuters White House coronavirus advisor Dr. Anthony Fauci said Wednesday that the number of daily coronavirus cases in the United
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