Search for: "Annuity Fund"
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2 Aug 2022, 6:16 am
Plaintiffs alleged that defendant converted the funds that had been in the account set up by Don payable to them upon decedent’s death. [read post]
29 Jul 2022, 5:30 am
For example, Comptroller DiNapoli recently presented a member of the Council of School Supervisors and Administrators with an unclaimed funds check for $841.98 at the Comptroller's School Safety Roundtable Discussion. [read post]
29 Jul 2022, 5:30 am
For example, Comptroller DiNapoli recently presented a member of the Council of School Supervisors and Administrators with an unclaimed funds check for $841.98 at the Comptroller's School Safety Roundtable Discussion. [read post]
27 Jul 2022, 3:16 pm
Because the Plan paid retired pilots an annuity from the trust, each year the Plan increased the participant pilot’s units by 6%. [read post]
21 Jul 2022, 6:00 am
Thrivent and its licensees offer a wide variety of services and products to their members and customers under the THRIVENT Trademarks (listed below), including insurance and annuity products, financial and business advising, mutual funds and investments, individual retirement accounts, trust accounts, financial advisory services, banking and credit union services, lending services, and debit and credit card services. [read post]
14 Jul 2022, 8:28 am
One previous customer dispute filed on 9/11/2011 for “misrepresentation of an Ohio national annuity sold in his account” was denied. [read post]
14 Jul 2022, 7:39 am
Following his discharge from United Planners, two clients filed disputes related to their investments with Riposo: On 4/8/22, a client requested assistance with recovering funds believed to be invested in annuities through Riposo. [read post]
11 Jul 2022, 8:56 am
McDonald Partners LLC (CRD #135414), a broker-dealer based in Cleveland, Ohio, reportedly engages in a general securities business, including the sales of equity securities, mutual funds, variable annuities, and private placements. [read post]
29 Jun 2022, 6:15 am
They also cannot request the payment of retirement benefits or other annuity payments without the written consent of the other spouse or a court order. [read post]
23 Jun 2022, 9:51 am
In this case, you must report the account, but not the specific details on the FBAR (keep in mind that the income earned within these accounts might need to be reported separately on your tax return)– Foreign mutual funds– Financial accounts held at foreign branches of US financial institutions– Foreign life insurance policies or annuity contracts with cash values– Foreign pensions When filing the FBAR, you’ll generally will not need to submit… [read post]
20 Jun 2022, 8:18 am
United Planners (CRD #20804), a broker dealer based in Scottsdale, Arizona, engages in a general securities business, including the sales of equity securities, mutual funds, variable annuities, and private placements. [read post]
9 Jun 2022, 10:21 am
Annuities may be more costly than mutual funds since insurers generally charge a premium for their guarantee. [read post]
6 Jun 2022, 6:30 pm
You will also see lots of articles about using annuities as a means to mitigate or avoid the problem. [read post]
3 Jun 2022, 5:20 am
The CRAT then uses the proceeds to purchase a single premium immediate annuity (SPIA). [read post]
31 May 2022, 5:22 am
As is relevant, the husband had a pension but also a Voluntary Retirement Savings Plan annuity account; the wife also had a pension and also a Union Annuity Trust Fund annuity account. [read post]
24 May 2022, 6:50 pm
It is an irrevocable trust managed by a trustee who has legal control of the funds. [read post]
24 May 2022, 11:28 am
Some 72% of the value of publicly traded companies in America is owned by pensions, 401(k)s, individual retirement accounts, charitable organizations, and insurance companies funding life insurance policies and annuities. [read post]
23 May 2022, 4:00 am
IRA Distributions, Pensions, Annuities – Points to the existence of retirement accounts, annuities, or other valuable retirement assets. [read post]
21 May 2022, 10:04 am
Kohn Announces 2022 Run for Small Firm Governor on FINRA Board of GovernorsFormer Financial Advisor from Berks County Convicted of Fraud, Money Laundering for Scheme to Steal from Clients (DOJ Release)SEC Halts Alleged Ongoing $39 Million Fraud by Hedge Fund Adviser (SEC Release)SEC Charges RiverSource Distributors with Improper Switching of Variable Annuities (SEC Release)... [read post]
21 May 2022, 10:04 am
Kohn Announces 2022 Run for Small Firm Governor on FINRA Board of GovernorsSEC Halts Alleged Ongoing $39 Million Fraud by Hedge Fund Adviser (SEC Release)SEC Charges RiverSource Distributors with Improper Switching of Variable Annuities (SEC Release)SEC Proposes to Enhance Disclosures by Certain Investment Advisers and Investment Companies About ESG Investment Practices... [read post]
