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23 Jun 2020, 5:27 am
Variable annuities are hybrid products that combine mutual funds within an annuity “wrapper. [read post]
1 Aug 2023, 6:58 pm
Brokerage Firm Allegedly Sold Colorado Bankers Life Insurance Annuities To Retirees and Seniors If you are one of the tens of thousands of investors whose funds have been frozen in a CB Life annuity from Colorado Bankers Life Insurance, you may be able to sue your broker-dealer for your losses. [read post]
7 Feb 2013, 8:45 am
Established under § 403(b) of the Internal Revenue Code, tax-deferred annuity owners have the opportunity to accumulate funds on a tax-deferred basis. [read post]
23 Jan 2011, 3:59 pm
When an MSA is funded through the “seed money/annuity” method, there is a chance that the annual deposit may not be sufficient to cover all of the covered medical expenses that may accrue during a particular year. [read post]
19 Jun 2012, 2:45 pm
"Structured Settlement Annuities – The Cons by Sovereign... [read post]
22 Mar 2012, 9:05 am
The premium paid for an indexed annuity is put in an index fund. [read post]
10 Feb 2021, 10:00 am
Continue reading The post Investor Alert: Iorio Altamirano LLP Investigates Triad Advisors LLC Over Supervisory Violations Related to Mutual Funds Trading and Variable Annuity Exchanges appeared first on Securities Arbitration Lawyer Blog. [read post]
28 Oct 2013, 3:39 pm
Fla. 1994) illustrated the distinction between an exempt annuity contract purchased to fund a structured settlement and a mere structured settlement. [read post]
16 Oct 2017, 4:12 pm
Specifically, each State maintains a guarantee fund that will act as a backstop to annuity policies, up to a certain dollar amount, in the event that an insurance carrier experiences insolvency or similar inability to honor its financial obligations. [read post]
23 Feb 2011, 6:37 am
Your retirement annuity may be protected under exemption 522(b)(3)(C) if the annuity is “retirement funds to the extent that those funds are in a fund or account that is exempt from taxation under section 401, 403, 408, 408A, 414, 457, or 501(a) of the Internal Revenue Code of 1986. [read post]
27 Jul 2023, 4:40 am
For example, an equity indexed annuity might guarantee a minimum 3% return over a certain number of years, but only if you withdraw funds in the form of lifetime monthly income. [read post]
3 Sep 2017, 6:00 pm
(In August, 2016, for example, I wrote about annuities with long term care riders that can be used for help fund long term care needs.) [read post]
5 May 2016, 9:11 am
Account values of variable annuities, a mix of life insurance, mutual funds, and tax-deferred retirement plans, vary depending on how those investments perform. [read post]
11 Jun 2013, 8:48 am
[Debtor] is not authorized to withdraw any funds from the annuity, cancel the annuity, or change the payment terms of the agreement. [read post]
17 Apr 2014, 9:17 am
Why use a structured annuity for your child's injury settlement? [read post]
2 Jun 2011, 2:14 pm
Cooper for wrongfully liquidating customer annuities to fund the purchase of fixed indexed annuities. [read post]
4 Mar 2024, 5:36 pm
Promising to give her trustworthy financial advice, they then allegedly unsuitably recommended the couple place a substantial portion of their funds in a “very safe” CB Life annuity. [read post]
19 May 2010, 11:31 pm
Insurers must verify agents’ completion of this course before permitting them to sell any annuity, except contracts used to fund individual retirement accounts, qualified plans, deferred compensation arrangements, or structured settlements. [read post]
19 Oct 2022, 2:26 pm
What Assets Can Fund a CRAT? [read post]
9 Dec 2006, 3:36 pm
A structured settlement can be funded with two types of qualified funding asset, a structured settlement annuity or obligations of the United States government (typically US Treasuries). [read post]
