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Dash for the Stash Investor Education and Protection Program
2,000 PARTICIPATED IN “DASH FOR THE STASH” INVESTOR EDUCATION AND PROTECTION PROGRAM IN LIBRARIES IN FIVE STATES AND D.C. $1,000 Contributions Provided to Six Participants in “Scavenger Hunt”-Like Contest Organized by Investor Protection Institute and State Securities Agencies. WASHINGTON, D.C. – August 20, 2015 – A total of 230 public libraries and other locations in…
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How To Reduce Your Tax Burden In Retirement
Enjoying Those Senior Years Is Important, But Preparation Is Key Retirement should represent an opportunity to enjoy life after decades of hard work and saving. But it doesn’t always turn out that way, even with people who saved wisely, says Gary Marriage Jr., CEO of Nature Coast Financial Advisors (www.naturecoastfinancial.com). Maybe it’s because of worries…
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American’s Living Abroad and FATCA
An American’s Living Abroad, or an Expat as they’re commonly known, now faces radical changes in how they file annual income tax reports because of the new FATCA (foreign account tax compliance) regulations. Amongst the more common questions and concerns relates to owning offshore mutual funds (held but not sold). This brings us to the…
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Zurich Responds to Increased Regulation by Expanding Coverage for Advisers and Hedge Managers
New York, August 12, 2015 – Zurich North America has revised its liability policy for investment advisers, mutual fund and hedge managers following a rise in regulatory risk prompted by new investigative approaches used by the SEC. In 2014, the Securities and Exchanges Commission (SEC) filed a record 755 enforcement actions , obtained orders totaling…
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The Solo and Global Tax Deferred 401(k) Retirement Plan
For U.S. persons ONLY these two types of Foreign Financial Accounts provide Tax Effected Yield on Income and Accumulations which are formally recognized by FATCA and by IRS tax code to purchase investments globally from a tax free environment exempt from Foreign Financial Institution reporting and exempt from passive foreign income reporting. If you are…
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