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Form 487 FT 12838
FOR REGISTRATION UNDER THE SECURITIES ACT OF 1933 OF SECURITIES OF UNIT INVESTMENT TRUSTS REGISTERED ON FORM N-8B-2 Name and complete address of agents for service: Title and Amount of Securities Being Registered: An indefinite number of Units pursuant to Rule 24f-2 promulgated under the Investment Company Act of 1940, as amended. As soon as practicable after the effective date of the Registration Statement.
Form S-6/A FT 12838
For Registration Under the Securities Act of 1933 of Securities of Unit Investment Trusts Registered on Form N-8B-2 An indefinite number of Units pursuant to Rule 24f-2 promulgated under the Investment Company Act of 1940, as amended. _____Check if it is proposed that this filing will become effective on _____ at ____ p.m. pursuant to Rule 487.
Form S-6 FT 12138
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Form S-6 FT 12137
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Form 487 FT 11349
Tweet Share E-mail 0 shares Registration No. 333-278262 1940 Act No. 811-05903 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to Form S-6 FOR REGISTRATION UNDER THE SECURITIES ACT OF 1933 OF SECURITIES OF UNIT INVESTMENT TRUSTS REGISTERED ON FORM N-8B-2 A.Exact name of trust: FT 11349 B.Name of depositor: FIRST TRUST PORTFOLIOS L.P. C.Complete address of depositor's principal executive offices: 120 East Liberty Drive Suite 400 Wheaton, Illinois 60187 D.Name and...
Form S-6 FT 10661
Form S-6 FT 10661 March 31, 2023 10:53 AM EDT Tweet Share E-mail Get inside Wall Street with StreetInsider Premium. Claim your 1-week free trial here. SECURITIES AND EXCHANGE COMMISSION For Registration Under the Securities Act of 1933 of Securities of Unit Investment Trusts Registered on Form N-8B-2 FIRST TRUST PORTFOLIOS L.P. C. Complete Address of Depositor's Principal Executive Offices: D.
Ft 8362 (FormS-6)
S-6 1 s-6.txt INITIAL REGISTRATION STATEMENT SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM S-6 For Registration Under the Securities Act of 1933 of Securities of Unit Investment Trusts Registered on Form N-8B-2 A. Exact Name of Trust: FT 8362 B. Name of Depositor: FIRST TRUST PORTFOLIOS L.P. C. Complete Address of Depositor's 120 East Liberty Drive Principal Executive Offices: Suite 400 Wheaton, Illinois 60187 D.
What You Need To Know About Incorporating Your Business
By Bryan Borzykowski A large part of Linda de Marlor's accounting business involves counseling people on whether or not to incorporate their practice. Yet, when she started Tax-Masters, a Rockville, Md.-based accounting firm in 1980, the choice to her was clear: stay a sole proprietor. Her decision to not incorporate came down [...]
Top Financial Concerns In A Divorce -- And How To Plan For Them
By Michele Lerner Divorce is often messy, and emotional. Anyone going through a marital breakup can be forgiven for wanting to temporarily set aside thoughts about wills, trusts and retirement for another time. However, professionals say it's a chapter in life when people involved need to deal with both their emotional and financial [...]
How Families Can Preserve Wealth Across Generations
By Brooke C. Stoddard Transferring wealth to the next generation is a complex process, and sometimes it proves unsuccessful. Seven in 10 family fortunes dissolve over three generations, according to research from The Williams Group of San Clemente, Calif. It's no surprise, then, that many parents are concerned about passing along their [...]
How To Manage Your Income As An Entrepreneur
By Michele Lerner Successful entrepreneurs have a laser focus on their businesses-that's a big part of what makes them a success. But as your business grows, it becomes critically important to widen the focus to your personal finances so you take the right steps to fund current expenses and properly plan [...]
How To Wisely Merge Your Financial Plans
By Michele Lerner If you and your partner are ambitious and successful-perhaps you run your own business or occupy a seat in the C-suite-you're already aligned on career, but can you say the same for your finances? A marriage between two power players brings the potential for future bliss, but also the need to [...]
3 Tips On Retiring Overseas
By Michele Lerner If you've traveled in a foreign country such as Costa Rica, Portugal or Thailand, you may have dreamed about turning your vacation location into a permanent home. Retiring abroad is an increasingly popular choice for Americans. The U.S. Social Security Administration sent more that 613,000 retirement-benefit payments outside the [...]
4 Ways To Handle A Windfall
By Judy Martel You've just received an inheritance you weren't expecting: Now what? Well, if you're like most people, the euphoria of sudden wealth lasts only as long as it takes to cash in. "There are four places the money can go," said Mark Johnston, senior vice president and financial Advisor advisor with [...]
Will You Outlive Your Money In Retirement? 3 Risks To Plan For Now
By Judy Martel People are living longer. That's the good news. However, for many retirees the concern today is financially sustaining a long and happy retirement without altering their lifestyle. "The risk is real," said Michelle Grist, vice president and financial advisor for RBC Wealth Management in Oakbrook Terrace, Illinois.
Financial Lessons To Teach Your Children -- Before They Inherit
By Michele Lerner Talking about money is still considered impolite in some circles. And it's exactly this taboo mentality-and the subsequent lack of communication-that may make it more difficult to transfer wealth from one generation to the next. According to a 20-year study of 3,200 high-net-worth families conducted by The Williams Group, [...]
Golfer Jim Furyk on the importance of pro support
By Michele Lerner What if you won $1.8 million in a major golf tournament like the U.S. Open, The PGA Championship or the Masters? While enjoying the thrill of victory, could you avoid the temptation to fritter away your earnings? Million-dollar payouts were unheard of 22 years ago when professional golfer Jim [...]
Own Multiple Properties? How To Simplify Your Real Estate Investments Before Retirement
By Michele Lerner Ahhh, retirement. Time to relax on the golf course or travel to exotic lands. But if you own multiple investment properties in numerous jurisdictions, your real estate holdings may become a burden in retirement, consuming both time and money. Before you surrender and sell all your investment property, [...]
4 Ways To Pass Down Your Family Home To Your Children
By Michele Lerner Happy memories of children gathering at your family home cast a sentimental spell over the process of passing property to the next generation. But as with any other real estate transaction, it's important to move past emotion when deciding what will happen to your abode in the future.
Strong Dollar? What Currency Volatility Means For Your Retirement Portfolio
The dollar is on a roll. While its surge in value compared to other currencies is good news when you travel overseas, it might not be the best thing for your investments. So, to understand how to deal with currency volatility when it comes to your retirement portfolio, here are some key things to consider. The U.S. dollar has been trending up since July 2014, said Alan Robinson, vice president and global portfolio analyst at RBC Wealth Management.
5 Things You Should Know About Selling Your Business
Some entrepreneurs approach selling a business the same way that many people sell their house: They set the price high, hoping to close a deal with the top bidder. But there’s a lot more to a company sale than walking away with top dollar. Selling your business involves identifying the right buyer, properly valuing your operations and considering the potential emotional impacts.
How Young Philanthropists Are Embracing and Changing Warren Buffet's Model of Giving
Warren Buffett is admired for many reasons, but his commitment to giving most of his fortune away when he dies is high on that list. Buffett’s approach to philanthropy is as old school as his investment style: make your money, then give it away. He shared that philosophy earlier this month at the Forbes 400 Philanthropy Summit in New York.
3 Essential Retirement Planning Tips For Women
A number of gender barriers have been broken down over the years, but at least one still remains: Women continue to save less for retirement than men. According to a 2013 report from Aon Hewitt, women contribute an average of 6.9 percent of their pay to retirement accounts, compared to 7.6 percent for men. Investment research firm Hearts & Wallets also reported that 80 percent of spouses who were not involved in retirement-related decision-making were women.
5 Essential Life Documents For Common Law Couples
A trip down the aisle rewards couples with more than the glow of wedded bliss. They also enjoy a variety of legal and financial advantages that are not available to unmarried couples. “There are roughly 1,100 benefits afforded to married couples involving all facets of life, from not having to testify against a spouse to various legal parental rules to estate-planning benefits,” said Cyndy Ranzau, associate wealth strategy consultant with RBC Wealth Management.
Estate Planning Tips For Your Blended Family
When it comes to estate planning for a blended family, the concept of “yours, mine and ours” can complicate the process to the point that family dynamics become permanently strained. These days, many families include children, stepchildren, former spouses and in-laws. According to the Pew Research Center, the number of remarriages has been steadily rising over the past few decades. In 2013, 40 percent of unions included at least one spouse who had already walked down the aisle.
3 Art Trends To Watch From The 2015 Venice Biennale
3 Trends To Watch In Art Investing From The 2015 Venice Biennale Every two years, the art world—including dealers, advisors, collectors and academics—gathers in Italy for one of the most prestigious and oldest contemporary art exhibits, the Venice Biennale. With each participating country selecting an artist to represent their nation, the Biennale’s historic influence on the international art world can be tremendous.
RBC WealthVoice: How To Be Sure Your Social Impact Investments Are Thriving -- For You And The Cause
Whether they are donating funds to eliminate malaria in Africa or to upgrade education in low-income communities, high-net-worth individuals (HNWI) are committed to improving the world. HNWIs around the globe are increasingly interested in matching their donations with measurable impact investing that combines their desire to help others with the need to maintain their financial wellbeing.
4 Lessons From Warren Buffett On Business And Philanthropy
By the RBC WealthVoice Team When Warren Buffett speaks, everyone listens—even a room full of fellow billionaires. Speaking with Forbes Magazine Editor Randall Lane in front of an audience of elite donors at the Forbes 400 Summit on Philanthropy June 3, the legendary investor shared his advice on hiring, philanthropy and the importance of taking risks. On Hiring “The most important thing is to find the right people to do the job. We delegate like no other company delegates.
The Million-Dollar Guide To Estate Planning
Estate planning is essential for everyone, no matter how simple or small the estate. But once your estate edges close to $1 million, the complexities increase. Unless your estate is valued at more than $5.43 million—or $10.86 million for a married couple—you’re exempt from federal estate taxes. But some states impose estate and/or inheritance taxes at a lower threshold, with most around $1 million to $2 million, although the cutoff is only $675,000 in New Jersey.
5 Tips For Handing Down Your Wealth
You’ve spent a lifetime building your estate. Now it’s time to decide how it will be distributed. Handing down your wealth is not as simple as writing a check or naming a beneficiary; you want to make the best decisions to preserve your financial legacy. Thomas Brockley, senior vice president and branch director at RBC Wealth Management, shares some tips on how to maximize your giving and ensure your wishes are followed.
The Widow's Guide To Estate Planning And Wealth Transfer
Drawing up a will can be an emotionally taxing process. But it’s one that becomes especially difficult when a spouse is left to cope with the task after their partner passes away. Suddenly, what was once a joint decision made with a lifelong partner becomes a task a widow must face alone. Cinda J. Collins, senior vice president and financial advisor at RBC Wealth Management, knows this all too well.
Financial Planning For Women: An Insider's Look At Where To Start
Women have often been thought of as a niche market for financial advisors looking to grow their business. Imagine–half the world’s population, a niche market! I’ll readily admit, however, that many women do look at investing differently than their male counterparts. For example, when female investors are asked why they got started, the answers are a bit different than the more aggressive and more quantitative–“getting to the bottom line”–reasoning of male investors.
How To Choose The Right Trustee For Your Estate
No one enjoys thinking about their own mortality, but we all want our families to be well-cared for after we’re gone. Many people set up trusts to help provide for loved ones and favorite causes after they pass away. A trust can help manage the wealth you wish to transfer and ensures the efficient distribution of assets—such as property or a sum of money—over a set period of time. Yet a trust is only as strong as the trustee overseeing it.
Don't Let Emotion Sabotage Your Estate Plan
For years, Patrick Severo didn’t understand why people were so reluctant to talk about estate planning. Then the 55-year-old father of three went through the process himself. “Speaking about death and what’s going to happen once you’re gone are unpleasant topics that people just naturally want to avoid,” says Severo, senior vice president and financial advisor at RBC Wealth Management.
How Enlightened Finance Can Restore Faith in Capitalism: Q&A With John Taft
In his new book, A Force for Good, John Taft, CEO of RBC Wealth Management-U.S., invited more than 20 respected financial minds—selected for their expertise and fresh perspectives—to provide insights on a path forward for the industry, moving past the crisis of 2008. The book addresses fundamental questions about the financial system and introduces readers to the concept of “enlightened finance.” Q: Why did you write A Force for Good?
3 Essential Money Lessons To Teach Your Children
When your mother is a financial advisor, you tend to learn about money at a very young age. Gail Winslow, a Financial Advisor with RBC Wealth Management in Washington, D.C. and mother of six (and grandmother of six more), says she gave her kids an allowance when they were eight years old, and immediately began teaching them the basics of managing money. “If they wanted to buy gum with their allowance, they could, but if they wanted something bigger they had to learn to save for it,” says Winslow.
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