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6 Jul 2017, 5:24 am
For example, one recent innovation is the possible development of mutual fund “clean shares. [read post]
31 Dec 2012, 6:42 pm
The employer purchases a fixed annuity from a life insurance company to fund the future periodic payments. [read post]
6 Apr 2008, 10:01 pm
To help cut through the confusion, I thought it worthwhile to set out some of the income/deduction tax receipts that an estate trustee may come across when preparing a tax return:IncomeØ T4 Employment… [read post]
18 Aug 2008, 11:30 pm
These funds are yours. [read post]
1 Oct 2021, 5:59 am
Typical countable assets include: checking accounts savings accounts certificates of deposit investment accounts stocks mutual funds savings bonds annuities real estate (other than the residence) the applicant’s retirement accounts (IRA, 401(k), 403(b), ) Credit does not count as an asset. [read post]
18 Sep 2017, 9:53 am
The findings stated that FINRA received tips or complaints from numerous investors who invested in one or more of these private placements, and who were concerned about their inability to contact the issuers, and the issuers’ failure to liquidate or redeem their investments and return the funds to these investors. [read post]
9 Jun 2011, 7:53 pm
An MSA funded in part with a structured settlement. [read post]
4 Sep 2012, 2:38 pm
The Board’s analysis would have to be paid for by funds made available through a non-profit or private entity, federal funding, or an annual Budget Act appropriation. [read post]
13 Jul 2011, 1:53 pm
" Prior to the collapse of First Executive Corporation in 1991, at which time ELNY entered rehabilitation under the supervision of the NYLB, ELNY sold an estimated 8,000 structured settlement annuities. [read post]
2 Dec 2014, 7:51 am
These include the duty to: • Keep the agent’s funds separate from the principal’s funds (unless they were not kept separate before, or the principal mingles the funds later). [read post]
6 Dec 2011, 1:54 pm
(e) Proceeds of life and accident insurance policies and retirement plans and annuities payable on death in lump sum amounts. [read post]
9 Mar 2011, 7:13 am
The Amendment does not allow any reduction in US trust funds for the benefit of all US cedents as established by accredited reinsurers. [read post]
25 Apr 2011, 4:15 am
Townsend , $19,588,217 was awarded for future medical expenses and is to be paid in annuities through 2081, while $1,424,314.10 was for past medical expenses and $561,462 was for lost earning capacity. [read post]
26 Sep 2008, 4:40 pm
26) Have you transferred some of your wealth to a Grantor Retained Annuity Trust (GRAT) that provides you with income for a period of time and then transfers that wealth to a family member or charity at a gift tax discount? [read post]
3 Dec 2020, 6:32 am
Reportedly, Securities America Advisors have a policy and procedure that allows properly licensed investment advisors to make discretionary trades on no-load mutual funds, load funds at net asset value, variable annuity sub-accounts, stocks, bonds, and covered equity options. [read post]
1 Oct 2021, 5:59 am
Typical countable assets include: checking accounts savings accounts certificates of deposit investment accounts stocks mutual funds savings bonds annuities real estate (other than the residence) the applicant’s retirement accounts (IRA, 401(k), 403(b), ) Credit does not count as an asset. [read post]
9 May 2015, 2:23 pm
Start by making a list of all the assets that you have to consider, including a bank account, mutual funds, retirement funds, brokerage accounts, vehicles, businesses, real estate, time shares, annuities, household contents, equity, stock, and pending law-suits. [read post]
26 Mar 2015, 7:14 am
A plan funded exclusively by the purchase of group insurance contracts which is determined under regulations prescribed by the Secretary of the Treasury to have the same characteristics as contracts described in the preceding sentence shall be treated as a plan described in this subsection. [read post]
3 Dec 2020, 6:32 am
Reportedly, Securities America Advisors have a policy and procedure that allows properly licensed investment advisors to make discretionary trades on no-load mutual funds, load funds at net asset value, variable annuity sub-accounts, stocks, bonds, and covered equity options. [read post]
15 Mar 2009, 4:21 pm
Assets with beneficiary designations such as a life insurance policy or annuity payable directly to a named beneficiary need not be transferred to your Living Trust. [read post]
