BLOG

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... The post Anil Vazirani Scottsdale Investment Advisor shares Biden tax proposal would kick in at over $500K for couples appeared first on Retirement Planning Scottsdale.

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... The post Anil Vazirani Scottsdale Investment Advisor shares IRS to fix its confusing tax ‘error’ on new 10- year rule for inherited retirement plans appeared first on Retirement Planning Scottsdale.

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... The post Anil Vazirani Scottsdale Investment Advisor shares Why CPAs are Wrong about Buying Annuities in IRAs and 401(k) Plans appeared first on Retirement Planning Scottsdale.

Anil Vazirani Scottsdale Investment Advisor shares SEC Charges Unregistered Brokers Who Sold Equialt Securities to Retail Investors Litigation Release No. 25059 / March 23, 2021 Securities and Exchange Commission v. Jason P. Wootten, et al., Case No. 2:21-cv-00482-GMS (D. Ariz. filed March 22, 2021) The Securities and Exchange Commission today announced charges against Jason P.... The post Anil Vazirani Scottsdale Investment Advisor shares SEC Charges Unregistered Brokers Who Sold Equialt Securities to Retail Investors appeared first on Retirement Planning Scottsdale.

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... The post Anil Vazirani Scottsdale Investment Advisor shares DO YOU OWN AN OLD GENERATION ANNUITY OR STOCK MARKET INVESTMENT? appeared first on Retirement Planning Scottsdale.

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... The post Anil Vazirani Scottsdale Investment Advisor shares Pac Life’s IUL Used in Abusive Sales Scheme appeared first on Retirement Planning Scottsdale.

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... The post Anil Vazirani Scottsdale Investment Advisor shares Inside look: A Merrill Lynch investigation into broker cold-calling appeared first on Retirement Planning Scottsdale.

Anil Vazirani Scottsdale Investment Advisor shares Grandma wins $19M case against J.P. Morgan and 2 advisors (her grandsons) Michael Nagle/Bloomberg A wealthy grandmother won a $19 million arbitration award against J.P. Morgan Securities and two former brokers — her grandsons — over alleged unauthorized trading in her accounts. The ruling came 18 months and 43... The post Anil Vazirani Scottsdale Investment Advisor shares Grandma wins $19M case against J.P. Morgan and 2 advisors (her grandsons) appeared first on Retirement Planning Scottsdale.

Anil Vazirani Scottsdale Investment Advisor shares Wealth managers await legal fallout in wake of $1.8B fraud case   By Tobias SalingerFebruary 09, 2021, 5:47 p.m. EST5 Min Read With a billion-dollar fund manager facing a barrage of regulatory cases, the wealth managers that sold its pricey alternative products could be left holding the bag. Hundreds of clients... The post Anil Vazirani Scottsdale Investment Advisor shares Wealth managers await legal fallout in wake of $1.8B fraud case appeared first on Retirement Planning Scottsdale.

Anil Vazirani Scottsdale Investment Advisor shares Annuities Just May Be the Broccoli of Retirement Planning Deferred income annuities are good for your long-term retirement health, but most people still don’t seem to crave them. But if you want to quit worrying about running out of money in retirement, you may want to dish one up.... The post Anil Vazirani Scottsdale Investment Advisor shares Annuities Just May Be the Broccoli of Retirement Planning appeared first on Retirement Planning Scottsdale.