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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 -
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The Principal Financial Group to Acquire BCI Group: The Principal Financial Group, a provider of 401(k) plans, announced that it will acquire Appleton, Wis.-based Benefit Consultants Inc. (BCI Group), a consulting, actuarial and administration firm that specializes in the administration of employee stock ownership plans.
January 27 -
by Bob Rywick
January 27