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State Street to Sell Private Asset Management Biz to Schwab: U.S. Trust Corp., a subsidiary of Charles Schwab, signed an agreement to acquire the private asset management business of State Street Corp. for about $365 million in cash.
July 14 -
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Veteran Tax Lobbyist Joins FPA: Veteran tax lobbyist William R. DeReuter has joined the Washington staff of the Financial Planning Association as assistant director of government relations.
July 1 -
Washington - The Internal Revenue Service is streamlining its system of voluntary correction programs designed to help retirement plan sponsors and administrators retain the favorable tax status of their plans, including simplifying the fee structure for voluntary submissions.
July 1 -
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by Cynthia Harrington
July 1 -
Americans Increasingly Worried About Finances: Many Americans, particularly the young and the least affluent, are increasingly worried about their personal finances, according to a survey by the Consumer Federation of America and the Financial Planning Association.
June 12 -
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Bush Signs Appointment For SIPC Chair, Board Members: William R. Timken Jr., Thomas W. Grant and Noe Hinojosa Jr. have been confirmed to serve as directors of the Securities Investor Protection Corp., which maintains a reserve fund authorized by Congress to help investors at failed brokerage firms.
May 13 -
In some situations, it’s possible for the owner of a life insurance policy who is terminally or chronically ill to get cash out of the policy without any tax cost while he is still alive.
May 13 -
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A partial home sale exclusion may be available for taxpayers who fail to qualify for the two-out-of-five-year ownership and use rule, or who have previously used the exclusion on the sale of another home within the two-year period ending on the sale date of the current home.
February 24 -
by Melissa Klein
February 24