Latest Financial Ombudsman Scheme data released today shows a steady decline in the number of SIPP complaints upheld over the past year. The percentage of complaints upheld in the last quarter was 49%, a drop on the 56% seen the previous quarter and well down on the 62% upheld in Q1 2019. The number of […]
Archives for February 2020
The (Partial) Death Of The Stretch IRA: How The SECURE Act Impacts Inherited Retirement Accounts
Executive Summary Passed into law in December 2019, the “Setting Every Community Up For Retirement Enhancement (SECURE) Act”, introduced a plethora of substantial updates to longstanding retirement account rules. One of the most notable changes was the elimination (with some exceptions) of the ‘stretch’ provision for non-spouse beneficiaries of inherited retirement accounts. As prior to […]
Accounting Department Named for William Dillard – University of Arkansas Newswire
Feb. 12, 2020 Photo Submitted FAYETTEVILLE, Ark. – In recognition of his pioneering work in the retail field and founding of the department store chain that bears his family name, the accounting department at the Sam M. Walton College of Business at the University of Arkansas will be named the William Dillard Department of Accounting. […]
Tax Notices You can get and What to do about it?
Once the ITR is submitted and verified by the tax payer, the department goes through every return in automated/manual fashion to check if everything was correct and matches with the data available with them. In case they find a wrong/doubtful entry or have further questions about any declared or undeclared income or deduction or exemption, […]
This could be 2020’s most important retirement savings vehicle
Welcome to Retirement Scan, our daily roundup of retirement news your clients may be talking about. Why the HSA could be the most important retirement savings vehicle for 2020With the cost of health care expected to rise exponentially in retirement, the HSA is becoming an increasingly valuable tool for clients to save for future medical […]
Going Freelance: Getting in control of your life and your numbers
Becoming a freelancer is a big step in anyone’s life. It means setting up your own micro business, finding the ideal customers and learning to make money from your own skills and services. But if you get it right, going freelance really can change your life for the better. Steve Ash, freelancer and content consultant […]
Partner Pages 2020: The outside-in approach
By Anne-Marie Swinburne, Founder, The Outsourced Office, Victoria Welcome to Partner Pages: a magazine made up of stories from the Xero Partner community, for the Xero partner community and shared as part of Roadshow Australia each year. Many small business owners have no choice but to act as manager, receptionist and admin person, often all at the […]
Estée Lauder Exposes 440M Records, with Email Addresses, Network Info
The administrator of your personal data will be Threatpost, Inc., 500 Unicorn Park, Woburn, MA 01801. Detailed information on the processing of personal data can be found in the privacy policy. In addition, you will find them in the message confirming the subscription to the newsletter.
Improve Your Digital Presence in a Restrictive Environment
Something we’ve noticed from our work with advisers at Kalli Collective is that they are way behind in their online presence—even the basics. But, before you get defensive, hear me out. I don’t think it’s entirely your fault. The financial services industry will always be behind other industries because of the compliance regulations set in […]
Intraday Trading or Delivery Trading – Which one to select?
Intraday Trading and Delivery Trading are two different types of trades used in the stock market. Intraday trading and delivery trading both have different modus operandi. It is generally seen that people who wants to earn money in the short time prefers Intraday trading and long term investor prefers delivery trading. In this post, we […]