Key Takeaway: Bookrunning manager is a crucial role in offerings: They are responsible for managing the entire offering process, including organizing the syndicate, setting the offer price, and ensuring regulatory compliance. Ways to identify the bookrunning manager: Check the prospectus or offering memorandum, search SEC filings, and research news articles on the offering. Knowing the…
Key Takeaway: Understand what a fraud alert on a social security card is, and how it can protect your identity from theft and misuse. Contact the three credit bureaus to place a fraud alert on your social security card, which will require financial institutions to take extra steps to verify your identity before granting credit…
Key Takeaway: Eligibility Requirements: To be eligible for social security benefits as a non-working spouse, the individual must be at least 62 years old, must be married to someone who is eligible for Social Security benefits, and have been married for at least one year. Calculation of Benefits: The amount of benefits a non-working spouse…
Key Takeaway: VA Disability Pension is a tax-free benefit provided by the Department of Veterans Affairs (VA) to eligible wartime veterans with limited income and assets who are unable to work due to a disability that is not service-connected. Eligibility for VA Disability Pension is based on age and disability requirements, as well as income…
Key Takeaway: Real estate agents in Shippensburg, PA are a valuable resource for finding investment properties. They have access to exclusive listings and can provide expert advice and guidance on market trends and property values. Online listings for investment properties in Shippensburg, PA are widely available and provide a convenient way to search for properties…
Key Takeaway: Understanding Social Security fraud: To detect Social Security fraud, you need to understand what it is. Social Security fraud occurs when someone uses false information to obtain benefits, or when a person receives benefits that they are not entitled to receive. Detecting Social Security fraud: To detect Social Security fraud, you need to…
Key Takeaway: The NHS Pension Scheme is a valuable benefit that provides healthcare workers with a secure, inflation-linked income in retirement. It is one of the best pension schemes in the UK, offering generous benefits and low contributions. Calculating your NHS Pension after 20 years requires understanding the intricacies of the NHS Pension Scheme, including…
Key Takeaway: Types of investments affect the growth of your investment: Different investment types yield various returns, and risk level. Understanding the types of investments, such as stocks, bonds, and real estate, can make a difference in how much your investment grows. The factors affecting investment growth include the interest and inflation rates, as well…
Key Takeaway: Social Security Number (SSN) can be used to search someone’s personal information such as name, address, and employment history. However, obtaining someone’s SSN without their consent is illegal and can lead to severe consequences. There are legitimate reasons to search someone by SSN, such as searching for lost family members or performing background…
Key Takeaway: Pension cash out involves receiving a lump sum or annuity payment from your pension plan, either because you need the money or want to transfer to another plan. It is important to understand the types of pension plans and eligibility factors before cashing out. Eligibility for pension cash out depends on a variety…
Key Takeaway: Form SSA-1099 lists the amount of Social Security benefits received by the taxpayer during the previous year, and is used to report this income on a tax return. Form SSA-1042S is used to report Social Security benefits paid to nonresident aliens or foreign residents, and lists the amount of benefits paid during the…
Key Takeaway: The Pension Exclusion in New York is a tax break that allows eligible taxpayers to exclude a portion of their pension income from state income tax. Eligibility criteria for pension exclusion include age limit, retirement date, and employer type. The pension income limit for exclusion varies for single taxpayers, married taxpayers filing jointly,…