Posts Tagged ‘Investment Allocation’
how 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 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 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 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 MoreMother and Daughter both in college : financial aide increase?
I’m going to college this coming fall and plan on filling out the FAFSA to get whatever free money I can. My mother also plans to go to college this fall [for the same thing, go figure]. My question is, if both of us are enrolled in college full time, will the odds of us…
Read MoreHow long does it take for a budgeting loan to go into your account once it has been approved of ?
Once you have signed the declaration for the budgeting loan how long does it take to go into your bank account? I was told once they have received the declaration they send your paymen out to your bank account but how long does that take? normally about 5 to 10 working days, sometimes its less…
Read MoreFinancial Planning : How to Become a Stockbroker
In order to become a stockbroker, one must study and pass a series license, whether that is the Series 7, Series 6 or a 65 license. Find out how stockbrokers join professional organizations to build there careers with help from a registered financial consultant in this free video on stockbrokers. Expert: Patrick Munro Contact: www.northstarnavigator.com…
Read Morelooking for professional retirement planning software?
I am a CFP looking for reasonably priced professional retirement planning software that does estate planning, income tax planning life insurance needs analysis and investment planning. I found a 30 day free trial at www.execplanexpress.com of a comprehensive retirement planning software for only $299. Has anyone tried it or knows of something else that they…
Read MoreReview Types of Retirement Plans Section 1 Defined Contribution Plans 2009 Publish at Scribd or explore others: Business How-To Guides & DIY money free
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