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13 Jun 2024, 8:19 am by Wiggam Law
Georgia, for example, has income taxes on pensions, annuities, money drawn from 401(k)s, and other retirement income. [read post]
10 Jun 2024, 11:14 am by Gary Burger
However, if the payment is made through the purchase of an annuity, the funds should transfer directly to the annuity provider, with the minor being the exclusive beneficiary. [read post]
5 Jun 2024, 5:42 am by Robert Kraft
Annuities: Some annuity products provide income streams that can be used for long-term care, but flexibility and potential tax implications need consideration. 4. [read post]
31 May 2024, 11:49 am by The White Law Group
  Mutual Fund Overcharges  June 1, 2022: FINRA reaches a settlement with Merrill Lynch regarding mutual fund sales. [read post]
31 May 2024, 9:44 am by Anthony P. Guettler
  Married couples with an existing premarital or postnuptial agreement will need to carefully consider the impact of establishing and funding a CPT. [read post]
26 May 2024, 6:00 pm by Yale Hauptman
  When the policyholder dies the funds usually are distributed to the surviving spouse. [read post]
21 May 2024, 9:01 pm by renholding
This should make the Final Rule less disruptive for managers of private funds such as private equity, credit, real estate and hedge funds than the 2016 rule, but there are certain important points for managers to focus on. [read post]
Now, his estate is seeking up to $500K in damages for losses sustained in the non-traded real estate investment trust (non-traded REIT) KBS Real Estate Investment Trust III, the non-traded business development company (non-traded BDC) FS Energy & Power Fund, and an annuity. [read post]
16 May 2024, 1:24 pm by bklemm@foley.com
The Financial Industry Regulatory Authority offers an online tool that analyzes how fees and other expenses affect the value of mutual funds and exchange-traded funds over time. 3. [read post]
10 May 2024, 11:45 am by melody
It’s every parent’s worst nightmare: the screech of tires, the shattering of glass, the sudden chaos of a car accident. [read post]
10 May 2024, 11:45 am by melody
It’s every parent’s worst nightmare: the screech of tires, the shattering of glass, the sudden chaos of a car accident. [read post]
10 May 2024, 11:45 am by melody
It’s every parent’s worst nightmare: the screech of tires, the shattering of glass, the sudden chaos of a car accident. [read post]
8 May 2024, 4:34 pm by Jerry Kalish
  Funding Policy Sets forth the basic guidelines or general instructions concerning investment management decisions. [read post]
While many investors may be wary of filing a broker negligence lawsuit, the truth is that recovering all, possibly even any of your funds, through those other avenues is unlikely. [read post]
6 May 2024, 5:16 am by karplawfirm
The regulation primarily focuses on two areas: rollovers from 401ks to IRAs, and certain annuities. [read post]
5 May 2024, 6:00 pm by Yale Hauptman
   In that case, terminating Medicaid and then using a Medicaid annuity strategy to protect a portion of the funds may be desirable. [read post]
1 May 2024, 10:16 pm by The White Law Group
McGonigle allegedly made withdrawals from victims’ annuities without authorization and persuaded victims to give him money to invest on their behalf, which he then purportedly used for personal and business expenses. [read post]
26 Apr 2024, 3:30 am by Bethany Berger
Emilie Connolly, Fiduciary Colonialism: Annuities and Native Dispossession in the Early United States, 127 Am. [read post]