Anil Vazirani Scottsdale Investment Advisor shares 5 questions for U.S. Rep. John Larson on Social Security By Tobias Salinger May 19, 2021 In a new episode of the Financial Planning podcast, U.S. Rep. John Larson explains his comprehensive plan for ensuring the solvency of Social Security into the next century. The Democrat from Connecticut’s…
Anil Vazirani Scottsdale Investment Advisor shares When will capital gains taxes spike? Advisors look to next week for clues
Anil Vazirani Scottsdale Investment Advisor shares When will capital gains taxes spike? Advisors look to next week for clues By Lynnley Browning May 19, 2021 Just how much money are wealthy clients about to lose amid looming higher taxes on their investment profits? Advisors and market watchers are anxiously looking to next week to finally…
Anil Vazirani Scottsdale Investment Advisor shares Biden tax proposal would kick in at over $500K for couples
Anil Vazirani Scottsdale Investment Advisor shares Biden tax proposal would kick in at over $500K for couples By Josh Wingrove and Laura Davison April 30, 2021, 11:50 a.m. EDT2 Min Read President Biden’s proposed income tax increases for the wealthy would hit individuals earning more than $452,700 in 2022 and married couples making at least…
Anil Vazirani Scottsdale Investment Advisor shares IRS to fix its confusing tax ‘error’ on new 10- year rule for inherited retirement plans
Anil Vazirani Scottsdale Investment Advisor shares IRS to fix its confusing tax ‘error’ on new 10- year rule for inherited retirement plans By Lynnley Browning May 04, 2021, 10:38 a.m. EDT4 Min Read Congress dealt investors a blow on the eve of the pandemic when it sharply reined in the benefits of a lucrative tool…
Anil Vazirani Scottsdale Investment Advisor shares Why CPAs are Wrong about Buying Annuities in IRAs and 401(k) Plans
Anil Vazirani Scottsdale Investment Advisor shares SEC Charges Unregistered Brokers Who Sold Equialt Securities to Retail Investors Why CPAs are Wrong about Buying Annuities in IRAs and 401(k) Plans Before I get started, if you haven’t seen the following, you might want to sign up for one/both. 21-Page White Paper–FIAs in ERISA Governed Pension Plans…
Anil Vazirani Scottsdale Investment Advisor shares DO YOU OWN AN OLD GENERATION ANNUITY OR STOCK MARKET INVESTMENT?
Anil Vazirani Scottsdale Investment Advisor shares DO YOU OWN AN OLD GENERATION ANNUITY OR STOCK MARKET INVESTMENT? Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary obligation and in the financial services industry since 1994. A+ rating with the Better Business Bureau for over a decade and…
Anil Vazirani Scottsdale Investment Advisor shares Pac Life’s IUL Used in Abusive Sales Scheme
Anil Vazirani Scottsdale Investment Advisor shares Pac Life’s IUL Used in Abusive Sales Scheme Read More: Pac Life’s IUL Used in Abusive Sales Scheme Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary obligation and in the financial services industry since 1994. A+ rating with the Better…
Anil Vazirani Scottsdale Investment Advisor shares Inside look: A Merrill Lynch investigation into broker cold-calling
Anil Vazirani Scottsdale Investment Advisor shares Inside look: A Merrill Lynch investigation into broker cold-calling In the months prior, Elliott, then the resident director of Merrill’s Peoria, Arizona, office, had been texting tips to a trainee on how to land her first client, and messaging a colleague about a gala. A more pressing matter was…