financial DiScloSure report
|
|
|
- Ella Lawrence
- 10 years ago
- Views:
Transcription
1 Filing ID # financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center B-106 Cannon Building Washington, DC filer information name: Status: State/District: Mr. Jared Huffman Member CA02 filing information filing type: Annual Report filing year: 2013 filing Date: 05/6/2014 ScheDule a: assets and "unearned" income asset owner value of asset income type(s) income tx. > $1,000? Abby Huffman 529 Plan Fidelity NH Portfolio 2018 DC $15,001 - $50,000 None Abby Huffman Child savings Account ING Direct CD DC $1,001 - $15,000 Interest ADCO Limited partnership units Adhesive Coatings Co. Ltd. $15,001 - $50,000 None gfedc LOCATION: Hillsborough, CA, Us DEsCRIPTION: Limited partnership units in Adhesive Coatings Co. Bank Accounts Redwood Credit Union - Checking JT $1,001 - $15,000 None gfedc Bank Accounts Redwood Credit Union - Money Market JT $1 - $1,000 None gfedc Bank Accounts Redwood Credit Union - savings JT $1,001 - $15,000 Interest Bank Accounts Westamerica Checking JT $1 - $1,000 None gfedc
2 asset owner value of asset income type(s) income tx. > $1,000? Fidelity Balanced Fund JT None Capital Gains, $201 - $1,000 Fidelity CA Municipal Money Market JT $1 - $1,000 Interest, Tax- b Fidelity strategic Dividend and Income Fund JT None Capital Gains, $201 - $1,000 Fidelity Total Bond Fund JT None Capital Gains, $201 - $1,000 ONEQ NAsDAQ Tracking JT $15,001 - $50,000 Capital Gains, $201 - $1,000 spartan Ext Market Index Fund JT $1,001 - $15,000 Capital Gains, $2,501 - $5,000 spdr s&p500 ETF JT $1,001 - $15,000 Capital Gains, $1,001 - $2,500 JT $15,001 - $50,000 Capital Gains, $2,501 - $5,000 Fidelity Capital Appreciation Fund $50,001 - $100,000, Tax- $201 - $1,000 DEsCRIPTION: Purchased additional shares 12/13 Fidelity Government Money Market $50,001 - $100,000, Tax- $201 - $1,000 DEsCRIPTION: Purchased from transfer of savings Plus 401k to Rollover IRA in 4/1/13. Then used proceeds to purchase shares of Fidelity Capital Appreciation and Neuberger Berman Fund 12/13 Neuberger Berman social Responsible Fund $15,001 - $50,000 None DEsCRIPTION: Purchased additional shares 12/13 Jared's Fidelity Traditional IRA $1,001 - $15,000 None gfedc
3 asset owner value of asset income type(s) Alger Green Fund income tx. > $1,000? gfedc Jared's Fidelity Traditional IRA Fidelity Total Bond Fund $15,001 - $50,000, Tax- $201 - $1,000 gfedc Jared's Fidelity Traditional IRA ishares s&p 500 Tracking $15,001 - $50,000, Tax- $1,001 - $2,500 gfedc Jared's Fidelity Traditional IRA ONEQ NAsDAQ Tracking $15,001 - $50,000, Tax- $201 - $1,000 gfedc Jared's Fidelity Traditional IRA $1,001 - $15,000, Tax- $201 - $1,000 gfedc Jared's NRDC Defined Benefit Pension NRDC Defined Benefit Pension Account $15,001 - $50,000 None gfedc Alger Green Fund $1,001 - $15,000 None gfedc DEsCRIPTION: Withdrawal of principal from Roth IRA - $5,000 $1 - $1,000 Interest, Tax- b $1,001 - $15,000 Interest, Tax- $1,001 - $2,500 DEsCRIPTION: Withdrawal of principal from ROTH IRA New Alternatives Fund $1,001 - $15,000 Capital Gains, Tax- $1,001 - $2,500 DEsCRIPTION: sale of principal for $2,296 $1,001 - $15,000 Capital Gains,, Tax- $2,501 - $5,000 Jared's savings Plus 401k from CA Assembly (Closed) Asset Allocation - Moderate None Tax- b DEsCRIPTION: sold and transferred to Fidelity Rollover IRA on 4/1/2013 Nathan Huffman 529 Plan scholarshare Passive Age-Based Portfilio 9-10 DC $15,001 - $50,000 None Nathan Huffman child savings account DC $1,001 - $15,000 Interest
4 asset owner value of asset income type(s) ING Direct CD income tx. > $1,000? gfedc susan's CalsRTs Retirement CalsTRs Pension Account JT $15,001 - $50,000 Interest, Tax- Domini social Equity Fund JT $1,001 - $15,000 None gfedc Fidelity Blue Chip Growth Fund JT $1,001 - $15,000, Tax- DEsCRIPTION: Withdrawal of principal from ROTH IRA JT $1,001 - $15,000, Tax- b Fidelity Dividend Growth Fund JT $1,001 - $15,000, Tax- Fidelity Low Priced stock Fund JT $1,001 - $15,000, Tax- Fidelity small Cap stock Fund JT $1,001 - $15,000, Tax- Microsoft Corporation (MsFT) JT $1,001 - $15,000 Capital Gains,, Tax- susan's IRA CD Account Discover CD sp $1,001 - $15,000 Interest, Tax- susan's TIAA-CREF Retirement Account CREF stock Fund sp $15,001 - $50,000 None gfedc Washington residence JT $500,001 - $1,000,000 LOCATION: Washington, DC, Us DEsCRIPTION: Part-time residence in Washington, DC None * Asset class details available at the bottom of this form. ScheDule B: transactions
5 asset owner Date tx. type amount cap. gains > $200? Abby Huffman 529 Plan Fidelity NH Portfolio 2018 DC 01/14/2013 P $1,001 - $15,000 LOCATION: CA DEsCRIPTION: Grandparents contribution to child's college savings plan Fidelity Balanced Fund JT 11/4/2013 s $1,001 - $15,000 Fidelity CA Municipal Money Market JT 11/8/2013 s $15,001 - $50,000 gfedc DEsCRIPTION: Deposit check for purchase of DC residence Fidelity CA Municipal Money Market DEsCRIPTION: Wire transfer for purchase of DC residence JT 11/20/2013 s $100,001 - $250,000 gfedc Fidelity strategic Dividend and Income Fund JT 11/1/2013 s $15,001 - $50,000 Fidelity Total Bond Fund JT 11/1/2013 s $1,001 - $15,000 gfedc ONEQ NAsDAQ Tracking JT 11/4/2013 s $15,001 - $50,000 spartan Ext Market Index Fund JT 11/4/2013 s $1,001 - $15,000 spdr s&p500 ETF JT 11/4/2013 s $15,001 - $50,000 JT 11/4/2013 s $15,001 - $50,000 Fidelity Capital Appreciation Fund 12/6/2013 P $1,001 - $15,000 DEsCRIPTION: buy shares
6 asset owner Date tx. type amount cap. gains > $200? Fidelity Government Money Market 04/1/2013 P $15,001 - $50,000 DEsCRIPTION: Transfer of savings Plus IRA into Rollover IRA Neuberger Berman social Responsible Fund 12/16/2013 P $1,001 - $15,000 DEsCRIPTION: purchase shares 11/5/2013 s $1,001 - $15,000 11/7/2013 s $1,001 - $15,000 gfedc DEsCRIPTION: Withdrawal of principal from Roth IRA New Alternatives Fund 11/5/2013 s $1,001 - $15,000 gfedc Jared's savings Plus 401k from CA Assembly (Closed) Diversified Fund 04/1/2013 s $15,001 - $50,000 gfedc DEsCRIPTION: Transfer savings Plus 401k from former employer (state Assembly) to Fidelity Rollover IRA Nathan Huffman 529 Plan scholarshare Passive Age-Based Portfilio 9-10 DC 01/16/2013 P $1,001 - $15,000 DEsCRIPTION: Grandparents contribution to child's 529 savings plan JT 11/7/2013 s $1,001 - $15,000 gfedc DEsCRIPTION: Withdrawal of principal from Roth IRA Washington residence JT 11/21/2013 P $500,001 - $1,000,000 LOCATION: Washington, DC, Us DEsCRIPTION: Purchase DC residence * Asset class details available at the bottom of this form. ScheDule c: earned income Source type amount United states Congress salary $152,923.14
7 Source type amount san Rafael schools spouse salary $4,200 City of san Rafael spouse salary for coaching volleyball club $4,050 ScheDule D: liabilities owner creditor Date incurred type amount of liability JT Wells Fargo Mortgage, Des Moines, IA October 2012 Mortgage on personal residence $250,001 - $500,000 JT BB&T Mortgage, Whiteville, NC November 2013 Mortgage on part-time residence in Washington $500,001 - $1,000,000 JT Chase Credit Card November 2013 Credit card balance $10,000 - $15,000 ScheDule e: PoSitionS None disclosed. ScheDule f: agreements Date Parties to terms of agreement November 2006 Jared Huffman and former employer Natural Resources Defense Council Defined benefit pension account, with pension benefit beginning in the year 2029 December 2006 Jared Huffman and former employer California state Assembly 401k retirement account -- this account was closed 4/1/2013 ScheDule g: gifts None disclosed. ScheDule h: travel PaymentS and reimbursements None disclosed. ScheDule i: PaymentS made to charity in lieu of honoraria None disclosed. ScheDule a and B asset class DetailS Abby Huffman 529 Plan (Owner: DC) LOCATION: CA DEsCRIPTION: Daughter's college savings plan Abby Huffman Child savings Account (Owner: DC) LOCATION: CA, Us
8 DEsCRIPTION: Daughter's child savings account ADCO Limited partnership units LOCATION: CA, Us DEsCRIPTION: Jared Huffman's limited partnership unites in Adhesive Coatings Co. (ADCO). Bank Accounts (Owner: JT) LOCATION: san Rafael, CA, Us DEsCRIPTION: Checking and savings accounts Fidelity Joint Brokerage Account (Owner: JT) LOCATION: Us Jared's Fidelity Rollover IRA DEsCRIPTION: Rollover IRA owned by Jared Huffman Jared's Fidelity Traditional IRA DEsCRIPTION: Traditional IRA owned by Jared Huffman Jared's NRDC Defined Benefit Pension DEsCRIPTION: Defined benefit pension account for work at Natural Resources Defense Council Jared's Roth IRA DEsCRIPTION: Roth IRA owned by Jared Huffman Jared's savings Plus 401k from CA Assembly (Closed) DEsCRIPTION: Transferred to Fidelity Rollover IRA and closed 4/1/2013. Nathan Huffman 529 Plan (Owner: DC) LOCATION: CA DEsCRIPTION: Nathan Huffman college savings plan Nathan Huffman child savings account (Owner: DC) LOCATION: CA, Us DEsCRIPTION: son's child savings account susan's CalsRTs Retirement (Owner: JT) DEsCRIPTION: susan's California Teachers Retirement Account susan's Fidelity Roth IRA (Owner: JT) DEsCRIPTION: Roth IRA owned by susan Huffman susan's IRA CD Account (Owner: sp) DEsCRIPTION: Discover CD account owned by susan Huffman susan's TIAA-CREF Retirement Account (Owner: sp) DEsCRIPTION: TIAA-CREF Teachers Retirement exclusions of SPouSe, DePenDent, or trust information ipo: Did you purchase any shares that were allocated as a part of an Initial Public Offering? nmlkj Yes nmlkji No trusts: Details regarding "Qualified Blind Trusts" approved by the Committee on Ethics and certain other "excepted trusts" need not be disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent child? nmlkj Yes nmlkji No exemption: Have you excluded from this report any other assets, "unearned" income, transactions, or liabilities of a spouse or dependent child because they meet all three tests for exemption? nmlkj Yes nmlkji No
9 comments certification and Signature I CERTIFY that the statements I have made on the attached Financial Disclosure Report are true, complete, and correct to the best of my knowledge and belief. Digitally Signed: Mr. Jared Huffman, 05/6/2014
financial DiScloSure report
Filing ID #10001482 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center B-106 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
financial DiScloSure report
Filing ID #10005556 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
financial DiScloSure report
Filing ID #10005442 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
financial DiScloSure report
Filing ID #10005530 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
TIAA-CREF TRANSFER OR ROLLOVER AUTHORIZATION
TIAA-CREF TRANSFER ROLLOVER AUTHIZATION Use this form to authorize the transfer or rollover of funds to TIAA-CREF You may photocopy this form for multiple transfers A separate transfer form with an original
FINANCIAL PROFILE. 3601 West Washington Avenue Suite 2 Yakima, Wa 98908 509-966-4811 www.reevesfinancial.net
H E L P I N G Y O U A C H I E V E F I N A N C I A L G O A L S FINANCIAL PROFILE 3601 West Washington Avenue Suite 2 Yakima, Wa 98908 509-966-4811 www.reevesfinancial.net INVEST Financial Corporation is
Incoming Rollover Instructions Directed Account Plan #21622
Incoming Rollover Instructions Directed Account Plan #21622 If you are a current Directed Account Plan (DAP) participant or a former DAP participant, you may roll over assets from other accounts into the
Client Tax Organizer Worksheet
PAGE 1 OF 7 The asks about pertinent tax items necessary for preparing the most accurate tax return possible. Please answer all applicable questions and attach a statement when necessary for additional
TRANSFER, ROLLOVER OR EXCHANGE INTO YOUR ACCOUNTS AT TIAA-CREF
For account information, or to check the status of your request or any questions: Call 800 842-2776 Monday Friday 8 a.m. 10 p.m. (ET) Saturday 9 a.m. 6 p.m. (ET) Or visit us online at tiaa-cref.org 24
ORP Highlights. Optional Retirement Plan Highlights. Optional Retirement Plan Public Employee Retirement System. Photo: University of Oregon
Optional Retirement Plan Highlights Ed1, 013 (1/1/013) Photo: University of Oregon This is a quick reference guide that includes information on ORP features, plan providers and detailed investment options.
financial DiScloSure report
Filing ID #10001391 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center B-106 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
ROOSEVELT UNIVERSITY DEFINED CONTRIBUTION PLAN-CLERICAL UNION
ROOSEVELT UNIVERSITY DEFINED CONTRIBUTION PLAN-CLERICAL UNION Summary of Plan Services and Costs This summary provides important information to assist you in making decisions related to your participation
Denver Tax Group, LLC CHADWICK ELLIOTT 1888 Sherman Street SUITE 650 DENVER, CO 80203 (0) Organizer Mailing Slip
Denver Tax Group, LLC CHADWICK ELLIOTT Sherman Street SUITE 0 DENVER, CO 00, (0) Organizer Mailing Slip TAX ORGANIZER TO:, FROM: Denver Tax Group, LLC Sherman Street SUITE 0 DENVER CO 00 (0) -0 Enclosed
Basics In Tax Preparation 101. Presented by Savant Capital Management, Inc. Tawn M. Jacobs MST, CPA, CFP Scott K. Laue JD, CRPS SM
Basics In Tax Preparation 101 Presented by Savant Capital Management, Inc. Tawn M. Jacobs MST, CPA, CFP Scott K. Laue JD, CRPS SM Tawn M. Jacobs MST, CPA, CFP Senior Financial Planner/ Director of Financial
Investments. To meet your financial goals you will need a plan. Part of this plan is to create a portfolio.
Investments To meet your financial goals you will need a plan. Part of this plan is to create a portfolio. This portfolio reflects what type of risk you are willing to accept. Within this portfolio, you
Couples Dual Questionnaire
Investor Profile Questionnaire Your responses will help us recommend a custom investment program tailored to your needs. Clients names How did you hear about us? Are you: Married Single Please complete
Overview of Your TIAA-CREF Investment Solutions SM Accounts
Overview of Your TIAA-CREF Investment Solutions SM Accounts TIAA-CREF Investment Solutions SM now offers you nine mutual funds in addition to our fixed and variable annuity accounts. TIAA-CREF Investment
Cash Flow and Asset Analysis
Jim and Sally Sample for: Jim and Sally Sample 04/21/2015 $1,600,000 Assets + Estimated Entry Fee Refund $1,200,000 $800,000 $400,000 $0 1 2 3 4 5 6 7 8 9 10 11 Total assets at the end of each year Estimated
2014 Tax Organizer. Thank you for taking the time to complete this Tax Organizer.
2014 Tax Organizer This Tax Organizer is designed to help you collect and report the information needed to prepare your 2014 income tax return. The attached worksheets cover income, deductions, and credits,
Please note: For any return that is prepared while you wait, payment is expected at the time of completion.
Your full name: Please answer the following questions as they relate to the year 2013. While this form is NOT required to be completed, you may be eligible for a 5% discount if this checklist is filled
Federal Tax and Capital Gains: Rates Over Time
Preparing for a World of Higher Taxes Are You Ready? Presented by: Matt Sommer, CFP, CPWA, AIF Director and Senior Retirement Specialist, Retirement Strategy Group C-0610-114 4-30-11 Federal Tax and Capital
Baltimore 457 Deemed IRA Participant Agreement
Baltimore 457 Deemed IRA Participant Agreement NRM-8296MD-BA.2-0314 1 2 Employer Plan IRA Type Personal Information Baltimore Deemed IRA Participation Agreement Payroll Deduction Authorization & Service
Comments from a corporate plan sponsor with approximately $5 billion in DC assets as of 9/30/14
Comments from a corporate plan sponsor with approximately $5 billion in DC assets as of 9/30/14 Our defined contribution 401(k) plan contains a core investment menu of ten options. The options include
WHICH TYPE OF IRA MAKES THE MOST SENSE FOR YOU?
WHICH TYPE OF IRA MAKES THE MOST SENSE FOR YOU? In 1974, when IRAs were first created, they were rather simple and straightforward. Now, 35 years later, it s challenging to know the best way to save more
[K NONE (No reportable positions.)
A010 Rev.112007 FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2006 Report Required by the Ethics in Government Act of 1978 (5 U.S.C. app. 101-111) 1. Person Reporting (last name, first, middle initial)
GOVERNMENT OF THE DISTRICT OF COLUMBIA 401(a) DEFINED CONTRIBUTION PENSION PLAN
GOVERNMENT OF THE DISTRICT OF COLUMBIA 401(a) DEFINED CONTRIBUTION PENSION PLAN FINANCIAL STATEMENTS AND INDEPENDENT AUDITOR S REPORT YEARS ENDED FINANCIAL STATEMENTS AND INDEPENDENT AUDITOR S REPORT YEARS
Financial Planning Questionnaire
Financial Planning Questionnaire To complete this form by hand: Print all pages of this form and bring the completed form to our meeting. To complete this form electronically: Visit www.strategicpoint.com/forms
IRA Single Withdrawal Request Form Instructions
Use this form to request a one-time immediate distribution from a Fidelity Traditional, Rollover, SEP, Roth, or SIMPLE IRA. If you wish to request a one-time distribution via check to your address of record,
How Can You Reduce Your Taxes?
RON GRAHAM AND ASSOCIATES LTD. 10585 111 Street NW, Edmonton, Alberta, T5M 0L7 Telephone (780) 429-6775 Facsimile (780) 424-0004 Email [email protected] How Can You Reduce Your Taxes? Tax Brackets.
Minimum Premium: Qualified [$5,000] Non-Qualified [$10,000] Maximum Premium: [$250,000]
![Minimum Premium: Qualified [$5,000] Non-Qualified [$10,000] Maximum Premium: [$250,000]](/thumbs/34/16991506.jpg "Minimum Premium: Qualified [$5,000] Non-Qualified [$10,000] Maximum Premium: [$250,000]")
2721 North Central Avenue, Phoenix, Arizona 85004-1172 (866) 641-9999 Oxford Life Insurance Company Single Premium Multi-Year Guarantee Annuity With Market Value Adjustment Feature Benefit Summary and
FOR CALENDAR YEAR 2010 (5 U.S.C. app. 101-111)
O Brien, Terrence L. AO I0 FINANCIAL DISCLOSURE REPORT Rev. 1/2011 FOR CALENDAR YEAR 2010 (5 U.S.C. app. 101-111) Report Required by the Ethics in Government Act of 1978 1. Person Reporting (last name,
Saving for College: California
Saving for College: California Information Session Spring 2015 Todays Discussion Overview College Savings Options Selecting a 529 Plan California 529 Savings Plans Private College 529 Plans Next Steps
Q&A s. Would it be better to contribute to my Roth or traditional IRA this year? I have $5,000 which I could contribute.
Q&A s Question & Answer Categories: IRA IRA Investing Misc. Mutual funds & ETFs Other investments Would it be better to contribute to my Roth or traditional IRA this year? I have $5,000 which I could contribute.
Compromise Application
Compromise Application Before we will consider accepting less than the full amount due, we must receive all of the information requested below. Your documentation will be reviewed and verified. A Revenue
1040 US Tax Organizer
1040 US Please enter all pertinent information. If you have attached a government form for an item, check the box and do not enter a amount. WAGES, SALARIES AND TIPS Employer name: Amount 2011 Amount Attach
Thank you for choosing our firm to prepare your income tax returns for tax year 2014. This letter confirms the services we will provide.
Deborah Wright Keystone Management Services, LLC P.O. Box 965564 Marietta, GA 30066 January 19, 2015 Dear Taxpayer, Thank you for choosing our firm to prepare your income tax returns for tax year 2014.
NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE. Tax-advantaged IRAs. Invest in your retirement savings while reducing taxes
NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE Taxadvantaged IRAs Invest in your retirement savings while reducing taxes Find the answers inside Why invest for retirement? p. 1 Discover three good reasons
SCHOLARSHARE COLLEGE SAVINGS PLAN (529 PLAN) ACCOUNT APPLICATION
SCHOLARSHARE COLLEGE SAVINGS PLAN (529 PLAN) ACCOUNT APPLICATION Please complete this application to establish a 529 Plan account with Fidelity Investments. One application must be submitted for each account
PRELIMINARY FACT FINDER
CLIENT INFORMATION Family Information Client Spouse Full Name (First, MI, Last) Date of Birth (MM/DD/YYYY) Social Security # Drivers License # / State Address City / State / Zip Home Phone # Business Phone
2014 1040 Questionnaire
2014 1040 Questionnaire Please check the appropriate box. Any YES answers require you to attach details and/or documentation! Personal Information YES NO Did your marital status change during the year?...
PPD Retirement Savings Plan Rollover Contribution Form Plan ID 990500107
Enclosed are the items needed to make a rollover contribution to the PPD Retirement Savings Plan. Please carefully review and complete each of the items as described in the procedures below. Representatives
Important Note: Your 2016 Financial Disclosure Statement ( FDS ) is due no later than May 15, 2016. A $50 per day late filing fee will be assessed.
2016 INSTRUCTIONS: FINANCIAL DISCLOSURE STATEMENT FOR PUBLIC EMPLOYEES Important Note: Your 2016 Financial Disclosure Statement ( FDS ) is due no later than May 15, 2016. A $50 per day late filing fee
EFFECTIVE JANUARY 1, 2012. UnionBanc Investment Services Commission & Fee Schedule
EFFECTIVE JANUARY 1, 2012 UnionBanc Investment Services Commission & Fee Schedule TABLE OF CONTENTS INVESTMENT SERVICES...1 Equities...1 Options...2 Mutual Funds...2 No Load Mutual Funds...3 Margin Borrowing...3
Franklin Templeton 529 College Savings Plan OFFERED NATIONWIDE BY THE NEW JERSEY HIGHER EDUCATION STUDENT ASSISTANCE AUTHORITY
Franklin Templeton 529 College Savings Plan OFFERED NATIONWIDE BY THE NEW JERSEY HIGHER EDUCATION STUDENT ASSISTANCE AUTHORITY What Does the Future Hold? As soon as your child is born, you begin imagining
1. An IRA with a bank with the funds deposited in a variable-rate account.
Unit 11 Cases. Case 1. Goals and Portfolio Selection (P.891) Vanessa Avoletta is a very successful self-employed freelance writer of romantic novels. She has a reputation for writing rapidly and is able
Traditional IRA s Contribution rules-
A Traditional IRA is a retirement plan that allows you to save money for retirement. In the case of a traditional IRA, you may also be offered an immediate tax shelter for the contributions that you make
D NONE (No reportable positions.)
AO JO Rev. 112013 FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Act of 1978 FOR CALENDAR YEAR 2012 (5 U.S.C. app. 101-111) I. Person Reporting (last name, first, middle initial)
Transfer Payout Annuities
Transfer Payout Annuities Transfers and Withdrawals from TIAA Traditional tiaa-cref.org The TIAA Traditional Annuity In this guide, you ll learn about our Transfer Payout Annuity (TPA), a transfer and
Items to Note before Selling an Annuity (Fixed Indexed, Fixed and Variable)
Items to Note before Selling an Annuity (Fixed Indexed, Fixed and Variable) In Good Order Requirements To ensure your new business application will be complete and in good order, please provide Security
Financial Fact Finder
Financial Fact Finder Strategic Wealth Management Group Ltd. Chief Centre, Suite 100 455 Valley Brook Road McMurray, PA 15317 www.swmgroup.com Phone: 724.969.1180 Toll Free: 800.693.2200 Fax: 724.969.0321
Future Value if $200,000 invested in 60% stock/40% bond account
Endnotes #1 Advice Regarding Cash Reserves: Future Value if all remains in bank account Future Value if $200,000 invested in 60% stock/40% bond account plus $50,000 remaining in bank account ($250,000.00)
TRUSTED SYSTEMS, INC. 401(K) PS PLAN & TRUST Rollover Contribution
This form may be used to move retirement plan assets from a retirement plan or traditional or SIMPLE IRA into your employer s plan. This form may NOT be used to request a rollover from this plan to another
Investing Test - MoneyPower
Investing Test - MoneyPower Multiple Choice Identify the choice that best completes the statement or answers the question. 1. A pharmacy is to drugs as the American Stock Exchange is to: a. Interest c.
Appendix: Additional STRS Retirement Topics by Joanne Benjamin
Appendix: Additional STRS Retirement Topics by Joanne Benjamin I. 403(b) Plans for Teachers A 403(b) plan, sometimes referred to as a tax-sheltered annuity or TSA, is a tax-deferred retirement (savings)
Items to Note before Selling an Annuity (Fixed Indexed, Fixed and Variable)
Items to Note before Selling an Annuity (Fixed Indexed, Fixed and Variable) In Good Order Requirements To ensure your new business application will be complete and in good order, please provide Security
1. Online by visiting tiaa-cref.org 2. By phone at 800 842-2252 available Monday Friday, 8 a.m. to 10 p.m. and Saturday, 9 a.m. to 6 p.m.
SWEET BRIAR COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN Summary of Plan Services and Costs This summary provides important information to assist you in making decisions related to your participation in
DARTMOUTH COLLEGE 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
DARTMOUTH COLLEGE 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Summary of Plan Services and Costs This summary provides important information to assist you in making decisions related to your participation
Please do not hesitate to call if you have any questions as you fill out our questionnaire. Feel free to attach additional sheets if necessary.
Franchise Application PAGE 1 OF 5 Partners must complete separate applications. Personal Information NAME SOCIAL SECURITY # ADDRESS CITY STATE ZIP HOME PHONE WORK PHONE (IF OK TO CONTACT YOU HERE) CELL
A guide to margin borrowing
A guide to margin borrowing Before you borrow on margin, it is important to review your financial situation, investment objectives, risk tolerance, time horizon, diversification needs, and liquidity objectives
Saving for Retirement. Your guide to getting on track.
Saving for Retirement Your guide to getting on track. 2 It s great that you re looking ahead and thinking about retirement now. A sound plan can make all the difference in reaching your future goals. This
POWER FINANCIAL LLC JOHN POWER PO BOX 862 BISMARCK, ND 58502 (0) Organizer Mailing Slip
POWER FINANCIAL LLC JOHN POWER PO BOX 862 BISMARCK, ND 58502, (0) Organizer Mailing Slip TAX ORGANIZER Dear Client, Enclosed is your Tax Organizer for tax year 2012. Your Organizer contains several sections
Security Life of Denver Insurance Company
P E R F O R M A N C E U P D A T E Security Life of Denver Insurance Company Voya Variable Universal Life-ECV Average Annual Total Returns as of: 11/30/2015 (shown in percentages) Mutual funds offered through
Plan Name: CITGO Retirement and Savings Plan (RASP) Plan #: 87084. Incoming Rollover Instructions
Plan Name: CITGO Retirement and Savings Plan (RASP) Plan #: 87084 Incoming Rollover Instructions If you have a balance in a former employer's retirement plan and/or an IRA, you may want to consider consolidating
TIAA-CREF NOVA SOUTHEASTERN UNIVERSITY 401(K) PLAN. Summary of Plan Services and Costs
NOVA SOUTHEASTERN UNIVERSITY 401(K) PLAN Summary of Plan Services and Costs July 11, 2013 This summary provides important information to assist you in making decisions related to your participation in
WAGNER ACCOUNTING & TAX SERVICE, INC.
WAGNER ACCOUNTING & TAX SERVICE, INC. 999 Century Drive, Suite 5 Dubuque, Iowa 52002 (563) 556-4508 Fax (563) 556-0407 www.wagneracct.com 2014 Income Tax Information Organizer To Our Valued Tax Clients:
DREYFUS VARIABLE INVESTMENT FUND - APPRECIATION PORTFOLIO Supplement dated July 20, 2011 to Prospectus dated May 1, 2011
DREYFUS VARIABLE INVESTMENT FUND - APPRECIATION PORTFOLIO Supplement dated July 20, 2011 to Prospectus dated May 1, 2011 The following information supplements the information contained in the section of
Table of contents. 2 Federal income tax rates. 12 Required minimum distributions. 4 Child credits. 13 Roths. 5 Taxes: estates, gifts, Social Security
2015 Tax Guide Table of contents 2 Federal income tax rates 4 Child credits 5 Taxes: estates, gifts, Social Security 6 Rules on retirement plans 8 Saver s credit 12 Required minimum distributions 13 Roths
Public Financial Disclosure A Guide to Reporting Selected Financial Instruments
Public Financial Disclosure A Guide to Reporting Selected Financial Instruments TABLE OF CONTENTS AMERICAN DEPOSITARY RECEIPT 1 CASH BALANCE PENSION PLAN 2 COMMON TRUST FUND OF A BANK 4 EMPLOYEE STOCK
SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 11 K
SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 11 K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(D) OF THE SECURITIES EXCHANGE ACT OF
Initial Planning Questionnaire
Initial Planning Questionnaire Josh Koehnen CERTIFIED FINANCIAL PLANNER TM Registered representative of and offering securities and advisory services through Independent Financial Group, LLC (IFG) member
Sponsored By: ValMark Advisers, Inc. 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 www.valmarksecurities.com
Wrap Fee Program Disclosure Document to be presented with ValMark Advisers, Inc. ADV Part 2A Sponsored By: ValMark Advisers, Inc. 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 www.valmarksecurities.com
INCOME TAX ORGANIZER MAIL IN YOUR INFORMATION OR CALL FOR AN APPOINTMENT
NARDI & SHARMA, LLC 37 Vreeland Avenue 2 nd floor Totowa, New Jersey 07512 Phone # (973) 256-2288 Fax # (973) 256-3641 E-Mail Address: [email protected] Web Address: www.nardisharma.com 2014 INCOME
Taxes and Transitions
Taxes and Transitions THE NEW FRONTIER FOR RETIREMENT PLANNING Wealthy individuals have been hit with their first major tax increase in more than 20 years, with tax hikes on ordinary income, dividends
Updated Custodial Agreement and Disclosure Statement for UBS IRAs
Updated Custodial Agreement and Disclosure Statement for UBS IRAs We have updated the custodial agreement and disclosure statement for UBS Individual Retirement Accounts (IRAs). The changes made to these
1035 EXCHANGE / ROLLOVER / TRANSFER FORM
1035 EXCHANGE / ROLLOVER / TRANSFER FORM Receiving Company This form can be used to accomplish a FULL or a PARTIAL Exchange of policies pursuant to Internal Revenue Code (IRC) Section 1035. This form can
University of Northern Iowa
University of Northern Iowa Direct Deposit of Payroll Authorization Form Name (Please Print) (Last, First, MI) UNI ID# I hereby authorize the University of Northern Iowa to initiate direct deposit credit