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26 Apr 2024, 3:30 am
Emilie Connolly, Fiduciary Colonialism: Annuities and Native Dispossession in the Early United States, 127 Am. [read post]
15 Apr 2024, 5:45 am
Alternatives: Explore options like downsizing, home equity loans, or annuities before making a decision. [read post]
6 Apr 2024, 4:35 am
These updates include: allowing 403(b) plans to participate in multiple employer plans and pooled employer plans; getting rid of the unified plan rule (also referred to as the “one bad apple rule”) for multiple employer 403(b) plans so that violations by one employer do not affect the tax-qualified status of other employers who remain compliant; permitting 403(b) plan investments (which have traditionally been limited to annuity contracts and publicly traded… [read post]
1 Apr 2024, 7:16 am
In a claim filed 8/25/2023, the clients alleged that in 2007 and 2008, they gave money to Kersey to invest in a fixed annuity. [read post]
26 Mar 2024, 11:39 am
As an irrevocable trust managed by a designated trustee, the transferred funds no longer count towards Medicaid asset limits. [read post]
22 Mar 2024, 2:55 pm
Lindberg, who has long been suspected of funneling funds from his insurers to his special purpose vehicles, is currently charged with allegedly defrauding annuity policyholders in a $2B scam. [read post]
22 Mar 2024, 10:48 am
Per FinCEN, you must report foreign bank accounts, stocks or securities held at foreign financial institutions, foreign mutual funds, accounts at a foreign branch of an American bank, foreign annuity contracts, and foreign life insurance. [read post]
14 Mar 2024, 6:19 pm
Compared to traditional investments, such as stocks, bonds and mutual funds, REITs are significantly more complex and often better suited for sophisticated and institutional investors. [read post]
12 Mar 2024, 6:58 am
The Pension Fund Crisis is Starting to Boil (12/8/2022). [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]
4 Mar 2024, 9:16 am
In this case, parents can still pursue such claims, but they need court approval to do so, and funds may be held in a restricted bank account or annuity (from which necessary and reasonable withdrawals can only be made for the child’s benefit). [read post]
21 Feb 2024, 9:06 am
Many will designate a donor advised fund as the charitable beneficiary to allow the grantor’s heirs or other designee to select a benefiting charity. [read post]
15 Feb 2024, 7:58 am
Sometimes, an employer or workers’ compensation insurer will purchase an annuity from an insurance company to fund the structured settlement. [read post]
2 Feb 2024, 11:33 am
Some community spouses can keep everything without needing an annuity or a promissory note, and can end up being in a much better financial position without an annuity or a promissory note, due to the other upper layer of MassHealth law that protects income for the community spouse. [read post]
31 Jan 2024, 9:01 pm
Plaintiffs asserted securities class actions at elevated levels in 2023 — a sign that filings will remain high in the year ahead. [read post]
26 Jan 2024, 1:40 pm
Voya recommended higher-cost mutual fund share classes, failed to disclose revenue sharing with its clearing broker, and directed clients to invest in money market funds that paid more revenue sharing while providing lower investment yields. [read post]
26 Jan 2024, 9:18 am
Retirement Accounts Retirement accounts such as 401(k)s, IRAs, 403(b)s, and qualified annuities should not be transferred into a trust because a trust is a separate legal entity. [read post]
25 Jan 2024, 11:58 am
You may not transfer funds from US-based pre-tax accounts such as traditional 401(k)s or traditional IRAs into a UK pension since that would result in you not paying taxes on that income at any point. [read post]
24 Jan 2024, 1:47 pm
Improper Variable Annuities Sales to Elderly Clients March 2012 – Cadaret, Grant & Co. was fined $200,000 by FINRA and ordered to provide restitution to investors for the improper sale of variable annuities to elderly clients. [read post]
19 Jan 2024, 10:24 am
For example, you can use a beneficiary designation to ensure the proceeds of a life insurance policy or annuity get paid to your heirs or your trust. [read post]
