Profit and Loss Reconciliations Securities Tax Planning 
CFO News Room
DECEMBER 28, 2022
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 Executive Summary.
Barry Ritholtz
OCTOBER 3, 2023
He knows how to manage risk, and he knows how to trade for a profit for a p and l. So then we decided, look, look, maybe we should put all of these businesses together and create a securities division. And that’s how we created the securities division. We now had the securities business. He knows how to run a team.
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