Search for: "Annuity Fund "
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31 May 2024, 11:49 am
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
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
When the policyholder dies the funds usually are distributed to the surviving spouse. [read post]
24 May 2024, 8:48 am
The grantor funds the CRAT with appreciated property. [read post]
21 May 2024, 9:01 pm
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]
19 May 2024, 6:56 pm
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
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
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]
