Archive | January, 2016

What Happens to My Retirement Assets in the Event of a Divorce?

Federal law requires that participants in employer-sponsored retirement plans designate their spouse as their beneficiary unless the spouse waives this right in writing. Assuming that you and your spouse adhered to this practice, a document known as a Qualified Domestic Relations Order (QDRO), which is part of a divorce settlement, specifies how retirement assets are […]

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Washington Hotline – January 26, 2015

WASHINGTON NEWS Tax Proposals by Sanders and Bush Presidential candidates Bernie Sanders and Jeb Bush released new tax proposals this week. Vermont Senator Sanders disclosed his strategy for covering the cost of his comprehensive healthcare plan. Former Florida Governor Bush outlined a new education reform plan. Sanders released his tax plan for a universal healthcare […]

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Investment time frames

Choosing the Right Benchmarks for Your Mutual Fund

Key Points What Are Investment Benchmarks? What’s in a Name? Money Market Funds Bond Funds Equity Funds Commonly Used Benchmarks Apples to Apples Consider Appropriate Time Frames Benchmarks Should Be Resources — Not Deciding Factors Points to Remember Community school boards use standardized tests to gauge how their students perform in relation to national averages. […]

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