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Beginning on January 1, 2011, brokerage firms, mutual fund companies, banks and transfer agents will be required to track and report the cost of securities to both the IRS and the investor.
FORBES: Forms 1099 For Cost Basis: What, Me Worry?
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The motion sought agreement from members that the transfer of functions relating to mutual societies should be considered by the UK Parliament.
BBC: Financial Services Bill
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If you accumulate an adequate amount of cash for these purposes outside the account, you can always transfer it to a brokerage or mutual fund company to be invested more aggressively for retirement.
FORBES: Worried About Higher Taxes?
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It employs 3, 700 staff members who are expected to oversee roughly 35, 000 registrants including 12, 000 public companies, 8, 000 mutual funds, 11, 000 investment advisers, 600 transfer agencies, and 5, 500 broker dealers.
FORBES: Obama's New Consumer Protection Agency Will Have No Teeth
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The 529 college savings plans have restrictions on what you can invest in (no individual stocks only mutual funds), the number of times you can transfer between funds (once a year), and what the funds can be used for (college related expenses).
FORBES: How The Financial System Manipulates You And What To Do About It
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Iriekpen's Iron contract was terminated by mutual consent earlier in January after he was stripped of the captaincy and put on the transfer list in December.
BBC: Bristol City offer Iriekpen deal
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The amendments require that mutual fund financial data reflect amounts the fund would have paid to its service providers, such as its custodian, transfer agent, law firm or printing firm, if a broker had not paid those providers on behalf of the fund.
FORBES: New SEC Action: More Brokerage Disclosure to Confuse Mutual Fund Investors (April 1, 1996)