Tag Archives: Accounts

TCJA Expands Contribution Options for ABLE Accounts

Congress passed the “Stephen Beck Jr., Achieving a Better Life Experience” Act in 2014 to expand the types of assistance available to help disabled individuals maintain health, independence and quality of life without interfering with access to means-tested government benefits.  … Continue reading

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The SEC Bars Daniel Fischer for Unsuitable Churning In Customer Accounts

The investment fraud attorneys at Gana Weinstein LLP are currently investigating previously registered broker Daniel Fischer (Fischer). According to BrokerCheck, in January 2018, the Securities Exchange Commission (SEC) barred Fischer from the financial industry claiming that from December 2012 to … Continue reading

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Court Denies TRO against Data Scraper That Accessed Private Database via Registered Accounts

This past week, a Texas district court denied a bid from a web service for a temporary restraining order (TRO) to enjoin a competitor that allegedly scraped a large amount of proprietary data from its closed site via several user … Continue reading

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Second Round of Tax Reform Might Address Retirement Accounts

TaxNotes reported today (subscription required) that lawmakers are considering a comprehensive rewrite of retirement tax incentives as part of tax reform phase two, thought to begin this summer. According to the article, House Ways and Means Committee Chair Kevin Brady … Continue reading

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Division of Retirement Accounts a Growing Concern in Divorce

Most Americans can expect to live for about 15 to 20 years after their retirement. But are we saving enough to live comfortably in retirement? Among families with income in the 50th percentile and above, over 80 percent at least … Continue reading

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