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Investment Advisor
June 2007
David Juliano |
A Win-Win Retirement Plan Nonqualified benefit plans are great opportunities for executives who have maximized their qualified plan contributions. These benefit plans are also attractive recruiting and retention tools for employers.   |
Financial Advisor
November 2005
Richard Huttner |
Section 409A Can Really Hurt Some Clients Are your financial advisory clients at risk from tax penalties on deferred comp plans? |
Investment Advisor
April 2006
Tere D'Amato |
The Tax Advisor: Solving the 419 Plan Puzzle The 419 welfare benefit plan is a tax planning technique currently experiencing an evolution. Knowing its history and what is different today will help you make better recommendations to your clients. |
Financial Advisor
May 2005
Paul M. League |
Benefiting From ERISA Exclusions allow retirement and health benefits for small business owners and key managers. |
The Motley Fool
September 17, 2004
Roy Lewis |
Retirement Loans: Is the Interest Deductible? Make sure that you think things through before you decide to borrow against your plan. |
The Motley Fool
May 21, 2004
Roy Lewis |
Pension Loan Breaks Tax law permits a few breaks on loan interest for those borrowing against their future. |
Entrepreneur
January 2005
Joan Szabo |
Tax-Free Bill of Health Tax-advantaged health-care spending accounts are proliferating and that means more opportunities to save on taxes as well as more ways for businesses to help pay for health costs. Here's a look at how each one stacks up. |
Financial Advisor
December 2003
Eric L. Reiner |
Split-Dollar Regime Change 2004 Some split-dollar insurance arrangements require action by December 31. |
Entrepreneur
June 2010
Rosalind Resnick |
A Better Plan for Not Working Start early to set the best course for retirement -- no matter how far off it may seem. |
The Motley Fool
October 5, 2005
Tom Taulli |
Small Business, Big Nest Egg Small-business owners have many retirement-plan options, for themselves and their employees. But retirement plans are far from simple. Which one is right? |
On Wall Street
October 1, 2011
Elizabeth Wine |
Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent. |
The Motley Fool
December 2, 2005
Roy Lewis |
Get Paid to Get Smarter Employers reap tax benefits by paying for employees' education. It's a win-win situation for employer and employee alike. |
The Motley Fool
May 31, 2006
Dan Caplinger |
Estate Planning: Single and Getting Ahead Once you've gotten a good start, plan to stay ahead of the game. As you begin to build your assets, it becomes even more important to consider various estate-planning issues. |
The Motley Fool
October 20, 2006
Dan Caplinger |
Are You a Bad Investor? Learning about investing and financial planning isn't always easy, but it's part of being a responsible adult member of society. Workers owe it to themselves to take advantage of the numerous options at their disposal to help them make the most of their savings. |
The Motley Fool
March 30, 2010
Robert Brokamp |
Turn $10,000 Into $15,440 Instantly Don't miss out on the easy money in retirement vehicles. |
Global Services
July 30, 2007
Vashistha & Khan |
Hire and Fire: Regional Labor Laws In these times when businesses thrive on global labor, companies must know and understand the employment laws of the countries they operate in. |
The Motley Fool
December 20, 2005
Dayana Yochim |
Shop on the Clock Why pay for things like doctors' bills, disability insurance, and baby-sitting if your boss is willing to pick up the tab? How to milk your employer for every last penny that is rightfully yours. |
The Motley Fool
May 21, 2009
Dan Caplinger |
The Money Trap You're Better Off Without Don't put your retirement savings in the wrong place. |
The Motley Fool
February 27, 2007
Mary Dalrymple |
Do You Owe Nanny Taxes? The IRS may consider you the employer of your household help. |
Investment Advisor
February 2010
Angela Herbers |
The Fast Track: Bonus Babies It's time to once again take a more serious approach to advisor bonus compensation. |
The Motley Fool
September 7, 2006
Dan Caplinger |
Be the Boss Had enough of working for the Man? Know what you're getting yourself into. It's easy to decide that you want to make a change in your life. It's a lot harder, however, to figure out the best way to make that change. |
Job Journal
August 17, 2008
Lindsey Novak |
Career Pros: The Facts About Firings Employer rules and employee rights regarding terminations. |
National Real Estate Investor
July 1, 2005
Betsy Feigin Befus |
Is Your Company in Compliance with the Family and Medical Leave Act? Employers would do well to review their compliance under the current rules, which are the frequent subject of employee-initiated complaints and costly litigation. |
The Motley Fool
January 20, 2005
Robert Brokamp |
Get an Instant 80% Return! Can't save enough for retirement? Maybe an immediate jolt to your net worth will help. |
Financial Advisor
July 2012
David Lawrence |
Departing Employees Regardless of circumstances, you need a plan for handling transitions. |
Investment Advisor
September 2010
Angela Herbers |
The Fast Track: The Six Most Common Problems with Employees Owner advisors, read this column, then give it to your employees. |
CIO
June 1, 2002
Ken Segarnick |
Courts Say It's OK: Peep Away Readers' questions about the legal consequences of electronic monitoring: What rights, if any, does an employee have in protecting his privacy in the workplace?... Can the company access my personal AOL account?... etc. |
Commercial Investment Real Estate
Jan/Feb 2004
Anthony Ilardi Jr. |
Bonus Deductions Certain leasehold improvements qualify for increased first-year depreciation amounts. |
The Motley Fool
September 6, 2011
Dan Caplinger |
Make Your Job Work Harder for You You need to make the most of what employee benefits your employer gives you. |
Inc.
February 2007 |
Worker Rights and Incentives Mixing cocktails and pregnant employees; cost-effective perks. |
Investment Advisor
November 18, 2010
Angie Herbers |
Share the Wealth Advisory firms that pay employees based on revenues are simply more successful |
Job Journal
March 10, 2013
Jessica Holbrook Hernandez |
Career Pros: Your Next Boss Needs to Hear This in the Job Interview Five points you should make in an interview that will improve your chances of getting a job offer. |
The Motley Fool
August 28, 2008
Dan Caplinger |
When Your Stock Options Are Underwater For employees who get paid in part through stock options, stagnant and falling share values mean a big pay cut. |
The Motley Fool
January 3, 2007
Mary Dalrymple |
Bank Your Bonus Getting a bonus or a raise can be a great time to celebrate, not to mention a great opportunity to bulk up your savings. It can also be a great time to engineer a plan that will let you make faster headway toward some other financial goal. |
CFO
January 1, 2003
Tim Reason |
Incentive Confrontation A bitter dispute over bonuses highlights the hazards of incentive pay. |
Job Journal
March 12, 2006
James E. Challenger |
Career Pros: You're a Service Provider Over the past decade or more, the relationship between employer and employee has changed significantly. Today, you'll go further by seeing yourself as an independent service provider. |
The Motley Fool
September 7, 2007
Dan Caplinger |
Buy Your Employer's Stock If you have a chance to invest in your employer's stock, don't automatically dismiss it. Big mistakes others have made shouldn't keep you from taking advantage of this potentially lucrative investment. But do take precautions. |
AskMen.com
December 14, 2000
Armando Gomez |
How To Ask For A Bonus... And Get It The time has arrived once again where you must have a sit-down with your boss and negotiate your way to a big fat bonus. Get out your pen and paper, take some notes, and soon you'll be smiling all the way to the bank... |
Registered Rep.
January 9, 2003
David A. Gaffen |
Wachovia Alters Production Payout Wachovia Securities has altered its monthly production bonus payout for 2003, moving up the monthly production level needed in order for brokers to avoid being penalized for monthly payouts. |
Registered Rep.
June 17, 2011
Philip Palaveev |
The Problem with Recruiting Bonuses Too many advisors believe that broker/dealers have gone crazy and are paying great bonuses because they are very competitive. |
