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The Internal Revenue Service is giving retirement plan participants and beneficiaries some added flexibility during the COVID-19 pandemic to remotely sign or have their retirement plan elections notarized.June 3
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Chairman & CEOUS Wealth Management LLC
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The SBA’s form clarifies some issues, but still leaves questions to be answered.May 27
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The Internal Revenue Service and the Treasury Department issued proposed regulations Wednesday to update the income tax withholding rules for periodic retirement and annuity payments made after Dec. 31, 2020.May 27
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The council has opened a 90-day consultation period on proposed revisions to its International Integrated Reporting Framework, and named Conor Kehoe as its new chair.May 27
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Pandemic-induced market volatility and warnings from Wall Street that tax rates are bound to rise have more Americans preparing to move money from traditional individual retirement accounts into Roth IRAs.May 26
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As state finances across America are upended by the coronavirus, almost all of them face the same, self-imposed, problem: how to balance their budgets.May 22
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Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.May 20
PrincipalThe TOLI Center East
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Europe’s top markets watchdog is warning companies against getting creative with financial statements that obscure the effect of the coronavirus pandemic on their bottom line.May 20
