Search for: "Annuity Fund "
Results 41 - 60
of 2,865
Sorted by Relevance
|
Sort by Date
9 Jan 2013, 6:42 am
The income generated by the annuity is only taxable when the funds are accessed. [read post]
28 Jul 2010, 10:18 am
In part Five of what is now a two month series, I look at the options for savings and investment of clients funds AFTER we have secured their monthly or annual income through the use of an immediate annuity. [read post]
28 Jul 2010, 10:18 am
In part Five of what is now a two month series, I look at the options for savings and investment of clients funds AFTER we have secured their monthly or annual income through the use of an immediate annuity. [read post]
31 Aug 2011, 3:52 pm
Settlement Funding describes in its petition Brosseau's purchase of the annuity, and the terms of that annuity are central to Settlement Funding's claim. [read post]
30 Nov 2011, 3:11 am
The most common situation is the transmittal of funds in connection with tax-deferred annuities purchased on behalf of employees. [read post]
20 Jul 2016, 10:18 am
The AWC also noted that for 44 transfers, Prudential Annuities Distributors also determined that the withdrawn funds were paid to the customer, when they were not actually sent to the customer. [read post]
8 Oct 2020, 4:50 am
One strategy that unscrupulous brokers employ is to switch clients out of variable annuities into other insurance products or mutual funds. [read post]
20 Mar 2009, 11:46 am
Compare that with the commission paid on the average mutual fund of 2%. [read post]
28 Feb 2007, 12:38 pm
By using a variable annuity contract to fund long term income needs for a structured settlement or court settlement client we get away from the "sell it and forget it" mentality that is pervasive in our business. [read post]
3 Nov 2014, 2:00 am
McCarthy (2013), has now determined that a wife's purchase of an annuity with funds in excess of her community spouse resource allowance... [read post]
23 Jul 2009, 3:53 pm
FINRA announced today that it fined five bank broker-dealers a total of $1.65 million for deficient supervision and procedures related to variable annuity (VA), mutual fund or unit investment trust (UIT) transactions. [read post]
14 Aug 2016, 5:41 pm
Similar to an IRA, there is a 10% penalty for withdrawing funds before age 59 and ½ but there is no requirement that you start withdrawing funds at 70 and ½ as there is under IRA Required Minimum Distribution (RMD) rules. [read post]
31 Jan 2010, 12:03 pm
For those in the annuity business, particularly those who work in structured settlement annuities or work with lawyers on their pension plans, this comes as welcome news but no surprise as to the value of the annuity concept to lock in guaranteed income investors can't outlive, out spend or dissipate. [read post]
15 Sep 2009, 6:39 am
When this debtor makes the decision to purchase an annuity with some homestead funds he no long intends to reinvest the same funds in a new homestead and the exemption of funds intended for the annuity is lost. [read post]
6 Jul 2017, 2:24 pm
In February 2017, broker Lee Rosenberg (Rosenberg) was subject to a customer complaint alleging $250,000 in damages concerning mutual funds and variable annuities. [read post]
24 Nov 2008, 6:52 pm
Since some people purchase variable annuities based on the assumption that they are immune to market fluctuations, many have learned the hard way that, like mutual funds, variable annuities invested in equity "sub-accounts" can lose significant value. [read post]
16 Mar 2009, 3:52 pm
The patent also includes data processing methods used to administer variable annuities in the payout phase and withdrawals from mutual funds, particularly systematic withdrawals from funds. [read post]
19 Dec 2011, 1:13 am
Impaired life annuities within divorce settlements can present a partial solution to the common problem of there being not enough pension to go round by maximising the pension income for the less healthy spouse whilst allowing an increased fund for the healthy spouse. [read post]
4 Oct 2019, 12:00 pm
Variable annuities offer investors a menu of investment choices, usually mutual funds. [read post]
24 Apr 2010, 1:50 pm
Annuities are not considered investments, but evaluating them requires similar comparisons of safe returns against other investments like CD's, money market funds, savings accounts, high grade bonds and treasury bills over similar terms. [read post]
