Financial Matters

Tips and news from the financial experts at Attentive Investment Managers.
Dec
30

The Secure Act: How it can possibly affect you

rmd

The Secure Act (Setting Every Community Up for Retirement Enhancement) was signed into law on Friday, December 20 2019. Below please find some of the more important highlights of the new law. TD Ameritrade is working on accommodating the new rules with systems and internal process updates as they become effective January 1, 2020.

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Nov
20

What to do with your First Eagle Fund settlement check

settlement-money

If you receive a settlement check in the coming days ranging from $10-$40 from FEF Settlement Fund you were identified as a shareholder of a First Eagle Fund during the time which administrative investigations were conducted and proceedings founded by the SEC. You have two options with these checks.

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Recent Comments
Guest — Janet L. Westbrook
I received five checks from the FEF settlement fund, ranging from $10.00 to $47.89. I did not know that I could roll them over, so... Read More
Sunday, 04 February 2018 13:27
Athena Stone, MS, MPAS, CRPC, AIF®
Hi Ms. Westbrook; Thank you for commenting on our blog. We wrote it in hopes to lessen some of the confusion regarding these chec... Read More
Wednesday, 21 March 2018 13:31
Guest — Pamela M. Weaver
I received a check from FEF Settlement back in Nov. check is dated 11-3-17. i thought it was a scam. i held on to it and now decid... Read More
Tuesday, 20 March 2018 19:47
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