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10 May 2024, 11:45 am
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
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
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
Funding Policy Sets forth the basic guidelines or general instructions concerning investment management decisions. [read post]
8 May 2024, 2:26 pm
FEDERAL EFFORTS TO ADDRESS RETIREMENT FUNDING PROBLEMS. [read post]
7 May 2024, 10:11 pm
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
The regulation primarily focuses on two areas: rollovers from 401ks to IRAs, and certain annuities. [read post]
5 May 2024, 6:00 pm
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
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
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]
