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21 Dec 2009, 4:29 pm
WARNING: Most states insurance laws prohibit the advertisement or discussion of even the existence of state insurance guaranty funds in connection with the sale of insurance (in New York at least, that includes solicitation in connection with the placement of structured settlement annuities). [read post]
27 Jan 2009, 2:30 am
(A provision of the Income Tax Act required the beneficiary to be named, otherwise the retirement income fund would have collapsed, defeating the testator's intent.) [read post]
11 Oct 2017, 10:29 am
Nivens also failed to follow certain technical requirements of Section 1035 of the Internal Revenue Code (IRC) that allows people to transfer funds from one life insurance policy or annuity to a new policy without incurring a tax penalty, resulting in substantial negative tax implications for his customers. [read post]
20 Feb 2013, 1:39 pm
Therefore, the funds that were invested into that immediate annuity, which could have been preserved for the at-home spouse if sensible financial planning had been done, usually are essentially lost. [read post]
20 Feb 2013, 1:39 pm
Therefore, the funds that were invested into that immediate annuity, which could have been preserved for the at-home spouse if sensible financial planning had been done, usually are essentially lost. [read post]
20 Feb 2013, 1:39 pm
Therefore, the funds that were invested into that immediate annuity, which could have been preserved for the at-home spouse if sensible financial planning had been done, usually are essentially lost. [read post]
16 Aug 2010, 12:39 pm
The WSJ's Personal Finance section has an article on academic financial research sponsored by industry and focuses, in particular, on a study of annuities conducted by University of Pennsylvania's Wharton School and funded by New York Life; Beware of 'Independent'... [read post]
25 May 2010, 3:47 pm
One estate planning option is the grantor retained annuity trust (GRAT ), which allows an individual to transfer appreciated assets with minimal or no gift tax. [read post]
13 Jan 2021, 9:22 am
During this period, VFA also failed to establish a supervisory system and procedures for the review of transactions where a registered representative recommended that a customer invest additional funds into existing variable annuities. [read post]
10 Sep 2009, 9:50 am
A structured settlement annuity is a flexible form of insurance used to fund the payment of damages in the resolution of a claim OR a law suit. [read post]
29 Jun 2020, 12:02 pm
The purpose of the draft conduct standards is to regulate the: conditions for living annuities in an annuity strategy; communication of benefit projections to members of pension funds; and conditions for investment in derivative instruments for pension funds. [read post]
12 May 2022, 12:44 pm
My prejudices run against annuities. [read post]
6 Jun 2007, 2:01 pm
In addition, due to its insurance feature, variable annuities cost more than comparable mutual fund investments. [read post]
10 Jun 2008, 12:46 pm
But, the customers were advised to place all of their funds into a fixed rate feature that paid a maximum of 3%. [read post]
11 Jun 2012, 1:30 pm
As a licensed life agent, I know that actually funding an annuity within 30 days can be a challenge. [read post]
27 Nov 2019, 11:20 pm
The lower court denied Langkamp’s claim for damages saying that the disbursement of funds and the purchase of the annuities was the only obligation of the U.S. [read post]
28 Feb 2015, 7:12 am
Although it is clear that funds held in IRA accounts are exempt, the trustee argued that the funds lost that protected status when the annuity was purchased because the annuity did not meet the tax qualification rules of Internal Revenue Code Section 408. [read post]
1 Sep 2007, 4:20 pm
FOR THE PAST 10 YEARS, INDEX FUNDS HAVE GENERALLY OUTPERFORMED VARIABLE ANNUITY SUBACCOUNTS. [read post]
17 Jan 2012, 7:11 am
Such retirement account assets may include distributions from defined contribution plans, 401(k)’s or IRA accounts to fund an immediate annuity. [read post]
16 Jan 2012, 9:00 pm
Such retirement account assets may include distributions from defined contribution plans, 401(k)’s or IRA accounts to fund an immediate annuity. [read post]
