Posts Tagged ‘Financial Plan’
I was thinking about a financial planning career. Can someone help me out with the following questions?
There are so many different financial planning companies to choose from, how do you pick the right one? Does anyone have an experience with being a financial planner that could give me some insight as to what to expect besides the brochures that the companies supply? Is it worth getting into? It would also be…
Read Morehow can i start a career in risk management?
I am a CA inter from India. I need to start off a career in financial management and my aim is to be a fund manager. My total work experience in the audit department of a bank is of 10 months and no other experience. There are various courses (for example: http://www.theirm.org/courses/COcourses.html) on risk management.…
Read Morefor "HOW LONG SHOULD IT TAKE AFTER ALL LEGAL ISSUES HAVE BEEN FINALIZED, FOR A PERSON TO RECEIVE A LUMP SUM DI
for "HOW LONG SHOULD IT TAKE AFTER ALL LEGAL ISSUES HAVE BEEN FINALIZED, FOR A PERSON TO RECEIVE A LUMP SUM DISTRIBUTION FROM A TERMINATED I.R.A. ACCOUNT.(After 5 yrs. of no contribution, activity, money and time repoted to the Union I used to belong to a person is eligible to apply for distribution, which must…
Read MoreTax Tips: Record Keeping – November 2009
Learn which financial and tax files to keep and how long to keep them. Duration : 0:0:56
Read MoreDo It Yourself Financial Plan : How you Can Save Up to 47% on your Health Insurance, Right Now
Do It Yourself Financial Plan Do It Yourself Financial Plan : Do Not Read This Unless You are Making a lot of Money!: Do It Yourself Financial Plan If you would like to know how you can save up to 47% on your current Health Insurance Coverage read on… this is going to be one of…
Read MoreStock option, is that a qualified retirement plan? Can I cash out one and rollover to IRA or annuity plan?
I participated the stock option from my company and that is pre-tax money. I already cashed them out, now I would like to invest them for retirement. Do I have to pay tax for that before I can invest them? What plan should I invest them in? I’m a cpa, I am not sure if…
Read MoreTax Tips: Part-Time and Summer Jobs (ASL, Captions & Voice Over)
Income from a summer or part-time job is taxable. Duration : 0:1:39
Read MoreRetirement Planning – Spotlight January 2010
http://www.producersweb.com The January Spotlight on Retirement Planning discusses how the college savings market is expected to more than double during the next five years, but 529 plans will make up but a small portion; the fact that 401(k) sponsors plan to expand their focus to include investment structure reviews and plan design; and XA Equitable…
Read MoreI am a server in ohio my employer just started tax’n my tips and we dont report tips is this right?
we don’t not report tip, more tips were taken then I made can they do this you are cheating the IRS and your boss if you do not declare all your tips the employer has to pay you at least min wage including tips what do you mean "more tips were taken than you made"…
Read MoreWhat’s a good way to start financial planning for retirement, savings bonds, certificates, stocks…?
Your retirement plan and investment portfolio really depends on your time horizon (i.e. age) and your risk tolerance. After you answer those questions…you could start a proper plan. A good Investment Advisor will be your best bet. Good luck!
Read More