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  2. Securities Investor Protection Corporation - Wikipedia

    en.wikipedia.org/wiki/Securities_Investor...

    Trust created under state law; IRAs; Roth IRAs; Executor of an estate; Guardian of a ward; For example, if an investor had two Roth IRAS of $400,000 each, and an individual (non-IRA) account with $500,000, the two Roth IRAs would be considered a single "capacity" and the $800,000 sum would only be covered to the $500,000 limit (so $300,000 ...

  3. Supreme Court Won't Hear Suit Challenging State-Run IRA - AOL

    www.aol.com/supreme-court-wont-hear-suit...

    A state-run retirement plan for private workers in California will carry on after the U.S. Supreme Court declined to hear a lawsuit challenging the initiative, perhaps paving the way for more ...

  4. Federal Employees Liability Reform and Tort Compensation Act ...

    en.wikipedia.org/wiki/Federal_Employees...

    The Federal Employees Liability Reform and Tort Compensation Act of 1988, also known as the Westfall Act, is a law passed by the United States Congress that modifies the Federal Tort Claims Act to protect federal employees from common law tort lawsuit while engaged in their duties for the government, while giving private citizens a route to seek damage from the government for violations.

  5. First Command Financial Services - Wikipedia

    en.wikipedia.org/wiki/First_Command_Financial...

    On 15 December of that year, the U.S. Securities and Exchange Commission (SEC) determined that First Command had "willfully violated the Securities Act of 1933 Section 17(a)(2) dealing with inter-state fraud" in its marketing activities targeting veterans. [11]

  6. In Case You Missed it: 2023's IRA Required Minimum ... - AOL

    www.aol.com/ira-required-minimum-distribution...

    You will have to pay a fairly significant tax penalty if you do not take the minimum distribution.You’ll pay a 50% tax rate on required money that was not withdrawn. So if you are age 78 and you ...

  7. Could Auto-IRA Legislation in Your State End Your 401(k ... - AOL

    www.aol.com/finance/could-auto-ira-legislation...

    The post Could Auto-IRA Legislation in Your State End Your 401(k)? appeared first on SmartReads by SmartAsset. ... and both federal and state governments have been taking action to avoid having a ...

  8. Employee Retirement Income Security Act of 1974 - Wikipedia

    en.wikipedia.org/wiki/Employee_Retirement_Income...

    The SEP IRA is functionally similar to a self-settle trust, and a sound policy reason would exist to not shield SEP IRAs, but many financial planners argue that a rollover (or direct transfer) from a SEP IRA to a rollover IRA would give those funds protected status, too.

  9. IRA Early Withdrawal Rules and Penalties for 2024 - AOL

    www.aol.com/ira-early-withdrawal-rules-penalties...

    Here are the rules for different IRA types: Traditional IRA Withdrawal Penalties. Traditional, Rollover and SEP IRAs share the same early withdrawal rules. Generally, unless you meet the criteria ...