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'You definitely don't want to be guessing this year.' Here's how to access IRS transcripts that can help avoid delays

With the IRS backlog, it's more important than ever to file an accurate tax return and you can use transcripts to verify records, experts say.

3 years ago

Fintech Fridays EP56: How We Raised $426 million Using Rewards Crowdfunding

NCFA Canada | Jan 21, 2022 JOIN US ON A STORYTELLING JOURNEY EVERY FRIDAY. EP56: How We Raised $426 million Using Rewards Crowdfunding Featured Guest: ZACH SMITH, CEO and Co-Founder, Funded Today (LinkedIn) Zach Smith is a serial entrepreneur having never had a "real" job his entire life. He's always starting, selling, running, and managing


The post Fintech Fridays EP56: How We Raised $426 million Using Rewards Crowdfunding first appeared on National Crowdfunding & Fintech Association of Canada.

3 years ago

Here's how the new IRS life expectancy tables affect required withdrawals from IRAs, 401(k) plans

Starting this year, required minimum distributions will be calculated using more generous life expectancy tables from the IRS.

3 years ago

Here's what happens to your credit card debt as interest rates rise

The Fed's upcoming rate hikes may make your credit card debt more expensive. Here's how it works.

3 years ago

Here’s how rising interest rates may affect your bond portfolio in retirement

Many retirees rely on bonds for income and to reduce volatility. Here’s how the Fed’s expected interest rate hikes may affect bond portfolios.

3 years ago

Raising money in the U.S.? Here’s a new SEC tool to explore options

SEC | Jan 19, 2022 Navigating Your Capital Raising Options When raising capital, a business may not offer or sell securities unless the offering has been registered with the SEC or falls within an exemption from registration. Each exemption has specific requirements that a company must meet. See:  The Real Story of Access to Capital


The post Raising money in the U.S.? Here’s a new SEC tool to explore options first appeared on National Crowdfunding & Fintech Association of Canada.

3 years ago

It’s costly to care for aging relatives. Here's how to get a tax break this season

Caring for aging relatives or family members with special needs can be tough on your finances. But you may qualify for federal or state-level tax breaks.

3 years ago

Gerry Cotten’s widow speaks out over his death and millions of missing crypto

CBC | Cassie Williams | Jan 18, 2022 Gerald Cotten died suddenly in 2018 and took keys to $250 million in crypto assets to his grave Robertson isn't under investigation and has never faced criminal charges. After Cotten's death, she agreed to forfeit $12 million in assets that included vehicles and real estate. She was


The post Gerry Cotten’s widow speaks out over his death and millions of missing crypto first appeared on National Crowdfunding & Fintech Association of Canada.

3 years ago

Some states offer assistance to families unable to afford funeral costs

Many states and counties have funds to assist residents with the funeral and burial expenses of a loved one, but the information isn't always easy to locate.

3 years ago

Canadian securities regulators publish guidance on ESG-related investment fund disclosure

CSA Release | Jan 19, 2022 Toronto – The Canadian Securities Administrators (CSA) today published guidance for investment funds on their disclosure practices that relate to environmental, social and governance (ESG) considerations, particularly funds whose investment objectives reference ESG factors and other funds that use ESG strategies (ESG-Related Funds). The guidance is based on existing regulatory requirements


The post Canadian securities regulators publish guidance on ESG-related investment fund disclosure first appeared on National Crowdfunding & Fintech Association of Canada.

3 years ago

56% of Americans can't cover a $1,000 emergency expense with savings

Most Americans are unable to cover an unexpected $1,000 bill with savings, according to a telephone survey conducted in early January by Bankrate.

3 years ago

UK Law Society: Blockchain legal and regulatory guidance (second edition)

UK Law Society | Jan 11, 2022 We’ve published the second edition of our blockchain report, in collaboration with the Tech London Advocates (TLA) Blockchain Legal and Regulatory Group. Who wrote the report? The TLA Blockchain Legal and Regulatory Group put together the second edition of the blockchain legal and regulatory guidance. Read the first


The post UK Law Society: Blockchain legal and regulatory guidance (second edition) first appeared on National Crowdfunding & Fintech Association of Canada.

3 years ago

86% of last year's new investors plan to put even more money in stocks in 2022, survey says

Among individuals who began investing last year, 86% plan to increase their stock holdings in 2022, according to a recent survey.

3 years ago

Here's why your 401(k) employer match may not be yours just yet

Most 401(k) plans don't pay a full company match immediately. In some cases, employees must work six years to get the money.

3 years ago

SEC eyes tighter disclosure deadlines for hedge funds building big stakes in companies

The regulator is considering tighter disclosure deadlines for hedge funds growing sizable stakes in companies.

3 years ago