https://www.retirementplanningscottsdale.com/2019/11/27/anil-vazirani-scottsdale-investment-advisor-announces-strategy-to-correct-ineligible-or-unwanted-contributions-to-roth-iras-or-traditional-iras/ Anil Vazirani Scottsdale Investment Advisor announces strategy to Correct ineligible or unwanted contributions to Roth IRAs or traditional IRAs With the tax law changes of 2017, recharacterizations of Roth conversions are no longer an option. But there’s another strategy: Recharacterizations of IRA contributions are still possible and can prove a valuable strategy to correct…
Arizona Governor Doug Ducey Thanks Scottsdale Investment Advisor Anil Vazirani on financial protection bill SB1534
https://www.retirementplanningscottsdale.com/2019/11/26/arizona-governor-doug-ducey-thanks-scottsdale-investment-advisor-anil-vazirani-on-financial-protection-bill-sb1534/ Arizona Governor Doug Ducey Thanks Scottsdale Investment Advisor Anil Vazirani on financial protection bill SB1534, making Arizona the eighth state to adopt some of the most stringent regulations as it relates to annuities and potential bait-and-switch hypothetical illustrations. Anil Vazirani worked with AZ Senator Kate Brophy McGee to put into her hands the research…
Anil Vazirani, Scottsdale Investment Advisor, shares Billionaire Ken Fisher draws scrutiny from Federal regulators
https://www.retirementplanningscottsdale.com/2019/11/13/anil-vazirani-scottsdale-investment-advisor-shares-billionaire-ken-fisher-draws-scrutiny-from-federal-regulators/ Anil Vazirani Scottsdale Investment Advisor shares Billionaire Ken Fisher became a huge player in a controversial area of Wall Street: exchange-traded notes. ETNs are debt instruments issued by banks that can enable investors to make leveraged bets on investments including stocks, bonds and commodities. ETN’s risks and high costs have drawn scrutiny from federal…
Anil Vazirani, Scottsdale Investment Advisor, shares Raymond James agreed to pay $15+ million to settle SEC allegations it collected excess commissions
https://www.retirementplanningscottsdale.com/2019/11/11/anil-vazirani-scottsdale-investment-advisor-shares-raymond-james-agreed-to-pay-15-million-to-settle-sec-allegations-it-collected-excess-commissions/ Anil Vazirani, Scottsdale Investment Advisor, shares Raymond James agreed to pay $15+ million to settle SEC allegations it collected excess commissions Raymond James agreed to pay more than $15 million to settle SEC allegations it collected excess commissions and failed to conduct adequate suitability reviews. It’s the firm’s third major settlement of the year…
Anil Vazirani, Scottsdale Investment Advisor, reports that an AIG unit is under SEC probe for sales practices
https://www.retirementplanningscottsdale.com/2019/10/30/anil-vazirani-scottsdale-investment-advisor-reports-that-an-aig-unit-is-under-sec-probe-for-sales-practices/ Anil Vazirani, Scottsdale Investment Advisor, reports that an AIG unit is under SEC probe for sales practices According to a Wall Street Journal report, a business unit of American International Group (AIG) is currently under investigation by the US Securities Exchange Commission (SEC). This firm is Variable Annuity Life Insurance Company (VALIC), an AIG-owned…
Anil Vazirani, Scottsdale Investment Advisor, exposes Security Benefit who’s in a class action suit for potential annuities fraud
https://www.retirementplanningscottsdale.com/2019/10/29/anil-vazirani-scottsdale-investment-advisor-exposes-security-benefit-whos-in-a-class-action-suit-for-potential-annuities-fraud/ Anil Vazirani, Scottsdale Investment Advisor, exposes Security Benefit who’s in a class action suit for potential annuities fraud Welcome to another edition of On the Money with your host Anil Vazirani, president of Secured Financial Solutions, an independent insurance advisor, an investment advisor rep with a fiduciary obligation since 2008. Ladies and gentlemen the…
Anil Vazirani, Scottsdale Investment Advisor, sponsored bill signed into law to protect AZ consumers from hypothetical annuity illustration abuse
https://www.retirementplanningscottsdale.com/2019/10/25/anil-vazirani-scottsdale-investment-advisor-sponsored-bill-signed-into-law-to-protect-az-consumers-from-hypothetical-annuity-illustration-abuse/ Anil Vazirani, Scottsdale Investment Advisor, sponsored bill signed into law to protect AZ consumers from hypothetical annuity illustration abuse Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary obligation and in the financial services industry since 1994. A+ rating with the Better Business Bureau for over…
Anil Vazirani, Scottsdale Investment Advisor, shares the elaborate investment scheme that left thousands of victims by middlemen insurance agents of Future Income Payments LLC (FIP).
https://www.retirementplanningscottsdale.com/2019/10/24/anil-vazirani-scottsdale-investment-advisor-shares-the-elaborate-investment-scheme-that-left-thousands-of-victims-by-middlemen-insurance-agents-of-future-income-payments-llc-fip/ Anil Vazirani, Scottsdale Investment Advisor, shares the elaborate investment scheme that left thousands of victims by middlemen insurance agents of Future Income Payments LLC (FIP). Jason Kane, attorney and shareholder, PWCK, said: “These cases are true horror stories in terms of lack of disclosure to investors. Investors were never told that Scott Kohn, the…
Anil Vazirani, Scottsdale Investment Advisor, announces Retirement Planning Workshop for Retirees and Pre-Retirees
https://www.retirementplanningscottsdale.com/2019/10/18/anil-vazirani-scottsdale-investment-advisor-announces-retirement-planning-workshop-for-retirees-and-pre-retirees/ Anil Vazirani, Scottsdale Investment Advisor, announces Retirement Planning Workshop for Retirees and Pre-Retirees at Flemings Nov 7 and 14, 2019, and at the Keg Nov 5 and 12, 2019. Call to RSVP: 1-800-425-9414, or Online at: SFSRSVPEV.com Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary…
Anil Vazirani, Scottsdale Investment Advisor, shares Class Action Complaint against Security Benefit Life Insurance Co. for restitution and relief
https://www.retirementplanningscottsdale.com/2019/10/18/anil-vazirani-scottsdale-investment-advisor-shares-class-action-complaint-against-security-benefit-life-insurance-co-for-restitution-and-relief/ Anil Vazirani, Scottsdale Investment Advisor, shares Class Action Complaint against Security Benefit Life Insurance Co. for restitution and relief Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary obligation and in the financial services industry since 1994. A+ rating with the Better Business Bureau for over…