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  2. I Want to Remove a Trustee From My Will. What Is It Going to ...

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  3. Self-directed IRA - Wikipedia

    en.wikipedia.org/wiki/Self-directed_IRA

    A self-directed individual retirement account is an individual retirement account (IRA) which allows alternative investments for retirement savings. Some examples of these alternative investments are real estate, private mortgages, private company stock, oil and gas limited partnerships, precious metals, digital assets, horses and livestock, and intellectual property. [1]

  4. Michigan Department of Insurance and Financial Services

    en.wikipedia.org/wiki/Michigan_Department_of...

    On January 17, 2013, Governor Rick Snyder ordered that the Office of Financial and Insurance Regulation (OFIR) be transfer out of the Michigan Department of Licensing and Regulatory Affairs to form a new principal department, the Michigan Department of Insurance and Financial Services, effective March 19, 2013. [3]

  5. Uniform Prudent Investor Act - Wikipedia

    en.wikipedia.org/wiki/Uniform_Prudent_Investor_Act

    A trust account's entire investment portfolio is considered when determining the prudence of an individual investment. Under the Prudent Investor Act standard, a fiduciary would not be held liable for individual investment losses, so long as the investment, at the time of acquisition, is consistent with the overall portfolio objectives of the ...

  6. 7 key IRA withdrawal dates for taxpayers: How to take ... - AOL

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    You can roll over a 401(k) employer-sponsored retirement plan to an IRA or otherwise transfer an IRA, and you typically have 60 days to get it from one account to another.

  7. Roth IRA conversion: Here’s everything you need to know ...

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    It’s important to note that a traditional IRA or traditional 401(k) that has been converted to a Roth IRA will be taxed and penalized if withdrawals are taken within five years of the conversion ...

  8. Medallion signature guarantee - Wikipedia

    en.wikipedia.org/wiki/Medallion_signature_guarantee

    The medallion signature guarantee program has existed since February 24, 1992, when Securities and Exchange Commission's Rule 17 Ad-15 went into effect. [6] The medallion signature guarantee program was implemented in order to protect investors, treat financial institutions equitably, increase the efficiency of transferring securities, and ...

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