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14 Jul 2023, 8:01 am
If you win and collect damages in excess of $15,000 on behalf of your child, those funds need to be held in either an annuity or restricted bank account. [read post]
11 Jul 2023, 12:04 pm
There may be a short waiting period after the designator’s death before the bank or credit union releases funds, but probate is not a requirement. [read post]
7 Jul 2023, 1:24 pm
FINRA said that Wells Fargo failed to obtain sufficient data from variable annuity issuers to review the suitability of variable annuity switches, including surrender fees, despite rules to the contrary. [read post]
7 Jul 2023, 7:46 am
The second type of employee retirement benefit accounts are defined benefit plans such as a pension or other annuity which pays out monthly upon retirement. [read post]
29 Jun 2023, 7:58 pm
A lot of them are seniors whose retirement funds and life savings have taken a huge hit. [read post]
27 Jun 2023, 7:52 am
Conclusion When drafting settlement agreements under Section 8(i) that assign settlement payment obligations to annuity carriers, there should be strong language that clearly identifies the annuity carrier and that the employer and carrier fulfill their obligation to agreement by funding the annuity. [read post]
27 Jun 2023, 7:52 am
Conclusion When drafting settlement agreements under Section 8(i) that assign settlement payment obligations to annuity carriers, there should be strong language that clearly identifies the annuity carrier and that the employer and carrier fulfill their obligation to agreement by funding the annuity. [read post]
17 Jun 2023, 4:51 am
One strategy that may help you meet that challenge is a Qualified Longevity Annuity Contract (QLAC). [read post]
16 Jun 2023, 2:00 am
To offset this, Ariel Investments, which launched in 1983 as the first black-owned mutual fund firm in the United States, has taken the step to pay 100% of employees’ health insurance premiums to free up their funds for other allocations. [read post]
16 Jun 2023, 2:00 am
To offset this, Ariel Investments, which launched in 1983 as the first black-owned mutual fund firm in the United States, has taken the step to pay 100% of employees’ health insurance premiums to free up their funds for other allocations. [read post]
8 Jun 2023, 4:30 am
The C&R included an MSA partially funded through a structured annuity. [read post]
6 Jun 2023, 6:56 pm
Currently, tens of thousands of investors, many of them retirees, and seniors, have been unable to access their funds in these annuities over the past few years. [read post]
5 Jun 2023, 5:00 pm
Variable Annuity Life Ins. [read post]
5 Jun 2023, 10:13 am
Variable Annuity SalesApril 2018: FINRA reportedly fined Park Avenue Securities $300,000 over problems in its supervision of variable annuity sales. [read post]
26 May 2023, 5:06 am
Retirement income: This includes income from pensions, annuities, Social Security benefits, and other retirement accounts. [read post]
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]
