Search for: "Annuity Fund "
Results 101 - 120
of 2,873
Sort by Relevance
|
Sort by Date
23 May 2023, 9:42 am
” Corrado’s legislation, S-3798, permits a teacher or staff member that provides special services, such as a speech language specialist, who retired from the Teachers’ Pension and Annuity Fund (TPAF) to return to work full time in a position of critical need without being reenrolled in the TPAF if reemployment begins during the 2023-2024 school year. [read post]
22 May 2023, 9:13 pm
</span> </li> <li> <span style="display: initial;"> Beneficiary Designations – Accounts such as IRAs, 401(k)s, bank accounts, mutual funds, annuities, and life insurance policies can transfer directly to heirs outside of probate by naming beneficiaries. [read post]
22 May 2023, 5:00 pm
Distributions to Domestic Abuse Victims Beginning in 2024, a participant in a defined contribution plan that is not subject to the minimum survivor annuity requirements and who is a victim of domestic abuse (as defined in the statute) may withdraw up to the lesser of $10,000 (adjusted for inflation after 2024) or 50% of their vested account balance. [read post]
22 May 2023, 7:09 am
Cashing out an annuity typically refers to withdrawing funds from an existing annuity contract before its maturity date. [read post]
19 May 2023, 1:29 pm
The trial court erred in characterizing the monthly annuity payments as separate property. [read post]
16 May 2023, 9:18 am
After members of the organization confronted the advisor, he reportedly repaid the funds. [read post]
9 May 2023, 11:55 am
Investment Fraud Lawyer Jake Zamansky Breakdown Common Investment Scams 00:10 Hello everyone. [read post]
4 May 2023, 11:42 am
This protection is lost if the funds are commingled with funds not designated for that purpose. [read post]
1 May 2023, 3:00 pm
This includes IRAs, 401(k)s, annuities, and similar accounts. [read post]
25 Apr 2023, 5:00 pm
Guaranteed Annuity Purchases. [read post]
17 Apr 2023, 12:40 pm
The purported strategy involved the liquidation of retirement funds to purchase variable annuities followed by the short-term withdrawal of funds from those annuities to purchase whole life insurance policies, according to FINRA. [read post]
12 Apr 2023, 11:39 am
The CEO and mastermind of Future Income Payments LLC (FIP), formerly known as Pensions, Annuities, and Settlements LLC received a 10 year sentence in August 2022 after pleading guilty to fraud conspiracy. [read post]
11 Apr 2023, 10:07 am
At that time, Debra George had funds available from a federal service survivor annuity due to her father’s passing and an investment account gifted from her mother. [read post]
11 Apr 2023, 9:14 am
The use of Charitable Remainder Annuity Trust or Monetized Installment Sales can be legitimate tax techniques based on a taxpayer’s particular circumstances. [read post]
10 Apr 2023, 7:58 pm
</span> </p> <p> <span style="display: initial;"> <br/> </span> </p> <p> <span style="display: initial;"> <span style="display: initial;"> If the probate process is going to be lengthy, immediate family members can ask the court to release short-term support funds in most states. [read post]
7 Apr 2023, 9:52 am
Examples of these types of benefits include pensions and annuities. [read post]
6 Apr 2023, 7:23 am
On January 10, 2019, FINRA censured and fined CFD Investments $125,000 for supervisory failures related to variable annuities. [read post]
5 Apr 2023, 7:14 pm
Mutual Fund Overcharges The Securities and Exchange Commission settled charges with Berthel Fisher & Company over claims it failed to disclose conflicts concerning recommendations of certain mutual fund share classes that included 12b-1 fees. [read post]
4 Apr 2023, 1:19 pm
Freeze requested and received funds to be invested in Alternative Energy Holdings, possibly a Reg D investment outside the scope of a limited purpose broker dealer. [read post]
30 Mar 2023, 6:52 am
Velten purportedly encouraged them to surrender their annuities and sell mutual fund holdings away from the firm and use the proceeds to purchase bonus an [read post]
