Author: News Room
There are significant tax-reduction opportunities available when employer stock is held in a 401(k) plan. The opportunities are more significant now, as are the potential consequences of a suboptimal decision, because prices of many stocks increased significantly in recent years. Yet, many people diminish their benefits by rushing their decisions. The key tax break is known as net unrealized appreciation, or NUA. It can be very valuable, but you must know and follow the rules. If you sell employer stock while it is in your 401(k) or other retirement account, such as an ESOP, you do not get the tax…
Unlock the US Election Countdown newsletter for freeThe stories that matter on money and politics in the race for the White HouseMichelle Obama made her first appearance on the campaign trail in support of Kamala Harris on Saturday, as the Democratic vice-president tried to recapture momentum with a direct pitch to women in the final days of the US presidential campaign.The former First Lady, who has largely shied away from electoral politics since her husband, Barack Obama, left the White House, told thousands of rally-goers in Kalamazoo, Michigan, that the stakes were too high for her to stay on the…
flatexDEGIRO AG (OTCPK:FNNTF) Q3 2024 Earnings Conference Call October 23, 2024 4:00 AM ET Company Participants Achim Schreck – Head of IROliver Behrens – CEOBenon Janos – CFO Conference Call Participants Marius Fuhrberg – Warburg ResearchChristoph Greulich – BerenbergSimon Keller – Hauck & AufhauserIan White – Autonomous Research Operator Hello, and welcome to flatexDEGIRO Analyst Call Quarter Three 2024. My name is Alicia and I will be your coordinator for today’s event. Please note this call is being recorded and for duration of the call, your lines will be on listen-only. However, you will have the opportunity to ask questions…
The whole point of retirement is to improve your life—at least, that’s the case for most people. However, many people assume that if they stop working, their life will somehow magically be better. While not working does give you time and energy to pursue your goals and interests, you’ll need to do more work to design a life that can help you be fulfilled and happy in your retirement years. To help you design the life you want in retirement, ask yourself five probing questions: the who, what, where, when and why. Let’s take a look. Who Do You Want…
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Israel said early Saturday it had begun retaliatory strikes on Iran, the latest salvo in an escalating conflict between the regional rivals as the US and its allies fear an all-out war.Israel’s military offered few details about the strikes, other than describing them as “precise” and aimed at “military targets in Iran.”“Our defensive and offensive capabilities are fully mobilised,” IDF spokesman Daniel Hagari said in a statement. “We will do whatever necessary to defend the State of Israel and the people of…
Virtus Investment Partners, Inc. (NYSE:VRTS) Q3 2024 Earnings Call Transcript October 25, 2024 10:00 AM ET Company Participants Sean Rourke – IRGeorge Aylward – President and CEOMike Angerthal – CFO Conference Call Participants Crispin Love – Piper SandlerAnnalei Davis – Morgan StanleyBill Katz – TD CowenBen Budish – Barclays Operator Good morning. My name is Dede, and I will be your conference operator today. I would like to welcome everyone to the Virtus Investment Partners Quarterly Conference Call. The slide presentation for this call is available in the Investor Relations section of the Virtus website, www.virtus.com. This call is being…
Most people at or near retirement age will say they want to remain at home as long as possible. That means not going to a care home of any kind “with all those old people”. It sounds fine when one is 65 or so and in reasonably good health. But of course, aging takes its toll. Over time, when the person is in their 80s, aging in place can become an unrealistic challenge. What We Don’t Like To Recognize No one wants to admit that we are losing independence. Research tells us that at least a third of us are…
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.The chair of the world’s largest Spanish-language broadcaster Grupo Televisa stepped down on Thursday as the company faces a US investigation over activity related to Fifa football rights.Televisa in August said it was being investigated by the US Department of Justice over its dealings with football’s governing body, Fifa, and that the outcome of the probe could have a material financial impact on the company. It said Emilio Azcárraga, 56, who first took the helm of Televisa in the 1990s and is…
The Boston Beer Company, Inc. (NYSE:SAM) Q3 2024 Results Conference Call October 24, 2024 5:00 PM ET Company Participants Mike Andrews – Associate General Counsel & Corporate SecretaryJim Koch – Founder & ChairmanMichael Spillane – Chief Executive OfficerDiego Reynoso – Chief Financial Officer Conference Call Participants Michael Lavery – Piper SandlerRob Ottenstein – Evercore ISIEric Serotta – Morgan StanleyBonnie Herzog – Goldman SachsFilippo Falorni – CitiBill Kirk – Roth Capital Operator Greetings, and welcome to the Boston Beer Company Third Quarter 2024 Earnings Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the…
The Consumer Financial Protection Bureau (CFPB) on Wednesday ordered Apple and Goldman Sachs to pay $89 million over mishandled transaction disputes and misrepresentations that impacted hundreds of thousands of Apple Card users. The CFPB found a breakdown in how customer service for the Apple Card handled consumer disputes, as Apple failed to send tens of thousands of disputes to Goldman Sachs and when it did send them, the bank failed to abide by federal requirements for investigating the disputes. The agency noted that the companies launched Apple Card despite warnings by third parties about technological issues with the Apple Card disputes system. That…
