Anil Vazirani Scottsdale Investment Advisor NEW DATES & LOCATIONS ADDED FOR OUR RETIREMENT PLANNING WORKSHOPS, RSVP ONLINE! RSVP ONLINE: https://secured-financial-solutions.com/retirement-planning-workshops/ 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…
Anil Vazirani Scottsdale Investment Advisor shares 401(k) Plans No Longer Make Much Sense For Savers
Anil Vazirani Scottsdale Investment Advisor shares 401(k) Plans No Longer Make Much Sense For Savers The 401(k) retirement plan was authorized by the Revenue Act of 1978, which took effect in 1980, but its real genesis is the 1974 Employee Retirement Income Security Act, which fixed the problem of underfunded defined-benefit plans so thoroughly that…
Anil Vazirani Scottsdale Investment Advisor shares UBS Settles with SEC for $10 Million Over Municipal Bond ‘Flipping’
Anil Vazirani Scottsdale Investment Advisor shares UBS Settles with SEC for $10 Million Over Municipal Bond ‘Flipping’ UBS has agreed to pay more than $10 million following SEC charges the firm violated municipal bond securities rules. UBS has agreed to pay more than $10 million following SEC charges the firm violated municipal bond securities rules. The…
Anil Vazirani Scottsdale Investment Advisor shares Wells Fargo Profit Plunges 70% in Wealth and Investment Management
Anil Vazirani Scottsdale Investment Advisor shares Wells Fargo Profit Plunges 70% in Wealth and Investment Management Wells Fargo’s wealth unit reported net income of $180 million during the second quarter, down 70% year over year and 61% sequentially, as advisor head count continues to shrink. Wells Fargo & Co. reported Tuesday its wealth unit took…
Anil Vazirani Scottsdale Investment Advisor shares A CARES Act RMD bonus for retirement savers
Anil Vazirani Scottsdale Investment Advisor shares A CARES Act RMD bonus for retirement savers It’s the IRS to the rescue! Really. The government agency has come through for those with retirement savings. Within one week in late June, the IRS expanded the relief Congress provided in the CARES Act, releasing guidance for returning unwanted required…
Anil Vazirani Scottsdale Investment Advisor shares More About Midland National Retirement Benefits
Anil Vazirani Scottsdale Investment Advisor shares More About Midland National Retirement Benefits 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 a half, members in good…
Anil Vazirani Scottsdale Investment Advisor shares What CARES Act withdrawals could mean for client retirement savings
Anil Vazirani Scottsdale Investment Advisor shares What CARES Act withdrawals could mean for client retirement savings Clients who make withdrawals from their defined contribution plans under the CARES Act to cover coronavirus-related expenses may experience long-term financial strain. Those who do not pay back that money back, as permitted by the act, could find a…
Anil Vazirani Scottsdale Investment Advisor shares Are RMDs Taking a Bite Out of Your Legacy?
Anil Vazirani Scottsdale Investment Advisor shares Are RMDs Taking a Bite Out of Your Legacy? Read More: https://secureservercdn.net/104.238.71.109/b8g.427.myftpupload.com/wp-content/uploads/2020/07/Are-RMDs-Taking-a-Bite-Out-of-Your-Legacy.pdf 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…
Anil Vazirani Scottsdale Investment Advisor shares Annuities have a long and important history dating to the Roman Era
Anil Vazirani Scottsdale Investment Advisor shares Annuities have a long and important history dating to the Roman Era Annuities have a long history dating back to the Roman Era when they were used as a form of gratification for loyal soldiers. These early annuities were given to soldiers as a thank you for military service. The first…