Search for: "ANNUITY FUND"
Results 221 - 240
of 2,874
Sorted by Relevance
|
Sort by Date
20 Oct 2012, 2:37 pm
Many of these entities, which are controlled by private-equity groups, hedge funds, and other investment managers, believe that their investment savvy will allow them to discover profits where traditional insurance companies were unable to do so. [read post]
23 Nov 2014, 11:58 am
According to InvestmentNews, LPL Financial, LLC (LPL Financial) was recently fined by Massachusetts securities regulators fined for sales practices concerning variable annuities and agreed to reimburse senior citizens $541,000 for surrender charges they paid when they switched variable annuities. [read post]
1 Jul 2009, 6:45 am
When applying for benefits under the Trust Fund, the plaintiff and her spouse signed, among other things, a waiver of the Trust Fund's qualified joint and survivor annuity (the "QJSA"). [read post]
10 May 2017, 10:30 am
The insurance company is then betting the client dies before the full value of the funds has been paid out. [read post]
5 Jul 2013, 9:00 am
You may still want to hold on to some type of a reserve fund, even in retirement. [read post]
5 Jul 2013, 9:00 am
You may still want to hold on to some type of a reserve fund, even in retirement. [read post]
23 Jan 2007, 4:19 pm
Rul. 69-74, 1969-1 C.B. 43, the so-called private annuity ruling. [read post]
15 Mar 2010, 6:49 am
GRAT basics A GRAT is an irrevocable trust you fund with a one-time contribution of assets. [read post]
5 Jul 2011, 2:38 pm
The question for the Second Circuit Court (the "Court"): could the Fund be required to change the form of the plaintiff's pension payment from a joint and survivor annuity to a life annuity? [read post]
13 Sep 2010, 4:04 pm
Cases where one cannot pinpoint the exact funding date on the date of settlement due to conditions precedent to funds being released Pacific Life and Annuity writes structured settlement annuity business is all states, including New York. [read post]
25 Jun 2007, 12:43 pm
Underlying Fund Expenses: relating to investment options. [read post]
21 Mar 2012, 4:04 pm
The firms largest single shareholder, John Paulson whose hedge fund is reported to own 8.5% of the Hartford Financial Services Group, (HIG) had in a analyst phone call last month made it clear that management needed to do something to boost the value of the stock. [read post]
21 Mar 2012, 4:04 pm
The firms largest single shareholder, John Paulson whose hedge fund is reported to own 8.5% of the Hartford Financial Services Group, (HIG) had in a analyst phone call last month made it clear that management needed to do something to boost the value of the stock. [read post]
25 Sep 2009, 3:21 pm
It is the payment of damages, that are funded by the annuity, which are tax exempt. [read post]
19 Sep 2010, 6:35 pm
Master Limited Partnerships- article discusses how teh packaging of master limited partnerships into mutual funds, exchange-traded notes and exchange-traded funds is introducing a viable way to hold these higher-yielding investments in qualified retirement accounts with a less complicated tax structure. [read post]
23 Apr 2014, 6:36 am
The investment options for a variable annuity are usually mutual funds. [read post]
7 Jan 2009, 5:05 am
• You pay higher taxes for the gains on equity index annuities then you would from the lower, capital gains taxes on equities for mutual funds. [read post]
29 Jul 2009, 3:43 am
Distributions from the annuity during the life of the Payee will be funded by income earned in the Account or sales of assets within the Account. [read post]
30 Jul 2008, 2:46 am
FACT: In this context a non qualified annuity is one that is used to fund payment of damages that do not fall within the tax exemption qualifications of IRC 104(a)(1) or 104(a)(2) PPI Cash: Employment cases are notorious for dragging on and on in court while racking up plenty of legal fees. [read post]
26 Sep 2017, 8:02 am
"Apparently, Genworth is rolling out an underwritten annuity product that "can work in favor of those who are in poor health or in need of care now. [read post]
