Skip to main content

Posts

Showing posts with the label management

Blaine Malcolm compares Annuity and Lump Sum choices

Want to know more about the services we offer and how we can work with you and your specific goals- Give us a call or email us. 214-423-4200 ndenson@meritfa.com www.meritfa.com... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Retirement planning is an essential part of financial planning, and it is imperative to consider the options available when it comes to receiving retirement funds. One of the most significant decisions you need to make is whether to take your retirement funds in the form of a lump sum or an annuity. A lump sum is a one-time payment that you receive when you retire. An annuity, on the other hand, is a series of payments that you receive at regular intervals, typically monthly. To help us understand the differences between an annuity vs. lump sum, we spoke with Blaine Malcolm, a financial expert wi

Understanding ERISA

The last health insurance mandate that we will discuss covers employers who provide a group retirement plan and/or group health and welfare plans of basically any type, including medical, dental, vision, life insurance and others. Employee Retirement Income Security Act (ERISA) guidance must be followed in any of these cases Any organization that provides retirement or health and welfare plans must provide a document called a Summary Plan Description (SPD) telling beneficiaries about the plan and how it works—in plain language that the average employee can understand. The organization also has to provide similar information whenever the plan changes significantly and send an annual report to members, as well as meet some other requirements. A major provision of ERISA is guidance on retirement (pension) plan eligibility. If the company provides employees with a retirement plan, the guidelines in ERISA say that the plan has to be available to all employees over 21 years of

Navigating Volatility, Inflation and Rising Rates

As the specter of tightening monetary policy creates uncertainty across markets, Group CIO Dan Ivascyn discusses flexible, defensive strategies that may help investors navigate inflationary risks and the bumpy path toward higher interest rates. Follow us for insights on economies, markets and investing: Twitter: LinkedIn: Facebook: Blog: Terms and conditions: pimco.com/socialmedia... ( read more ) HOW TO: Hedge Against Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/navigating-volatility-inflation-and-rising-rates/?feed_id=46978&_unique_id=638f5191579a3 #Inflation #Retirement #GoldIRA #Wealth #Investing #commentary #global #inflationprotectedassets #inflationprotectedsecurities #inflationprotection #investment #leadership #management #market #outlook #PIMCO #protectionagainstinflation #strategies #thinking

Profit Allocation within MNEs in new decade-Intra Group Intangible Transactions-21.01.21

PROFIT ALLOCATION WITHIN MULTINATIONAL ENTERPRISES IN THE NEW DECADE | Intra Group Intangible Transactions - 21.01.2021 - Ground Breaking case law on Intangibles (egCoca Cola) - Re-allocation of intangible related profits based on key DEMPE functions and non recognition - The increasing use of the Profit Split Method to intangible transactions by tax administrations - OECD Covid19 guidance and its impact on intangible transactions - DAC6 and Intangibles Flyer : ... ( read more ) LEARN MORE ABOUT: Profit Sharing Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/profit-allocation-within-mnes-in-new-decade-intra-group-intangible-transactions-21-01-21/?feed_id=45697&_unique_id=638a62ce2e970 #Inflation #Retirement #GoldIRA #Wealth #Investing #business #economics #education #HEC #Lausanne #management #Of #university #Profit

It's More Than A Retirement Plan

Josh records this episode at the headquarters of Prime Capital Investment Advisors, joined by Qualified Plan Advisors (QPA) representatives Chris Roper and Tommy Mancuso. In this episode, Josh, Chris, and Tommy break down all of parts that go into a well-constructed qualified retirement plan. Resources Prime Capital Investment Advisors Qualified Plan Advisors Chris Roper Tommy Mancuso About Every Dollar Counts Every week Jay Stubbs and Josh Null will draw on their combined 30 years of experience to break down and explain the investment and insurance products and services available to folks that are serious about their financial plan.... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/its-more-than-a-retirement-plan/?feed_id=42512&_unique_id=637e3f445a