https://retirementplanningscottsdale.com/2020/01/31/anil-vazirani-scottsdale-investment-advisor-shares-consolidated-class-action-lawsuit-against-security-benefit-for-potential-racketeering/ Anil Vazirani Scottsdale Investment Advisor shares Consolidated Class Action Lawsuit against Security Benefit for Potential Racketeering 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 Financial Advisor reports How the SECURE ACT affects your Retirement Accounts
https://retirementplanningscottsdale.com/2020/01/08/anil-vazirani-scottsdale-financial-advisor-reports-how-the-secure-act-affects-your-retirement-accounts/ Anil Vazirani Scottsdale Financial Advisor reports How the SECURE ACT affects your Retirement Accounts. Key takeaways—The SECURE Act: Repeals the maximum age for traditional IRA contributions, which is currently 70½. Increases the required minimum distribution (RMD) age for retirement accounts to 72 (up from 70½). Allows long-term, part-time workers to participate in 401(k) plans….
Anil Vazirani Scottsdale Financial Advisor shares Security Benefit Insurance Company sued in Florida for potential RICO Violations
https://retirementplanningscottsdale.com/2020/01/07/anil-vazirani-scottsdale-financial-advisor-shares-security-benefit-insurance-company-sued-in-florida-for-potential-rico-violations/ Anil Vazirani Scottsdale Financial Advisor shares Security Benefit Insurance Company sued in Florida for potential RICO Violations 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 What To Do If You Inherit Farmland
https://retirementplanningscottsdale.com/2020/01/06/anil-vazirani-scottsdale-investment-advisor-shares-what-to-do-if-you-inherit-farmland/ Anil Vazirani Scottsdale Investment Advisor shares What To Do If You Inherit Farmland Per an article featured recently in Wealth Management, it advises on What To Do If You Inherit Farmland. American farmland is a limited commodity. It’s highly valuable and relatively hard to come by: while roughly 90 million acres was expected to…
Anil Vazirani Scottsdale Investment Advisor shares UBS Clients were Burned by Yield Enhancement Strategy
https://retirementplanningscottsdale.com/2019/12/30/anil-vazirani-scottsdale-investment-advisor-shares-ubs-clients-burned-by-iron-condor-strategy/ UBS clients who were invested in a leveraged, esoteric options strategy described as a “conservative” and “low risk” way to get extra yield from their portfolios were shell shocked by losses greater than 20% that they experienced at the end of last year. Many are now accusing the firm, and the two advisors who…
Anil Vazirani Scottsdale Investment Advisor shares Key Considerations When Converting IRAs to Roth IRAs
https://retirementplanningscottsdale.com/2019/12/27/anil-vazirani-scottsdale-investment-advisor-shares-key-considerations-when-converting-iras-to-roth-iras/ Anil Vazirani Scottsdale Investment Advisor shares Key Considerations When Converting IRAs to Roth IRAs Per an article featured recently in Wealth Management, it states that 2019 will come to an end soon, and unless you act quickly you may have lost another opportunity to save taxes over the long term by converting a portion…
Anil Vazirani Scottsdale Investment Advisor shares Inheriting IRAs complicated due to new retirement overhaul
https://retirementplanningscottsdale.com/2019/12/26/anil-vazirani-scottsdale-investment-advisor-shares-inheriting-iras-just-got-complicated-thanks-to-a-new-retirement-overhaul/ Anil Vazirani Scottsdale Investment Advisor shares an article from The Wall Street Journal “Inheriting IRAs just got complicated due to a new retirement overhaul.” The government’s latest year-end spending package includes provisions that would require IRA beneficiaries to withdraw their inherited assets within 10 years. The change would affect seniors who converted traditional IRAs…
Anil Vazirani Scottsdale Investment Advisor says there’s still time for Year End Estate and Tax-Planning Strategies
https://retirementplanningscottsdale.com/2019/12/24/anil-vazirani-scottsdale-investment-advisor-says-theres-still-time-for-year-end-estate-and-tax-planning-strategies/ Anil Vazirani Scottsdale Investment Advisor says there’s still time for Year End Estate and Tax-Planning Strategies Make use of annual exclusion gifts and lifetime exemption The annual exclusion gift is the most common method of tax-free giving. In 2019, you may make outright gifts of up to $15,000 ($30,000 for married couples) in cash…
Anil Vazirani Scottsdale Financial Advisor Client Comments
https://retirementplanningscottsdale.com/2019/12/12/anil-vazirani-scottsdale-financial-advisor-client-comments/ Anil Vazirani Scottsdale Financial Advisor Client Comments Anil Vazirani Scottsdale Financial Advisor Client Comments – read the following client letter 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…
Anil Vazirani Scottsdale Investment Advisor shares you may not own all the money in your 401k
https://retirementplanningscottsdale.com/2019/12/06/anil-vazirani-scottsdale-investment-advisor-shares-you-may-not-own-all-the-money-in-your-401k/ Anil Vazirani Scottsdale Investment Advisor shares you may not own all the money in your 401k Per a recent article in CNBC, if you receive an employer match you don’t own the entire balance of your 401(k) until you are fully vested in the plan. As an example, if your employer contributed $100 to…