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14 Jun 2010, 8:39 am
For example, a $600 million global settlement involving Prudential Securities’ registered representatives defrauding mutual funds. [read post]
12 Nov 2007, 10:23 pm
College Savings obtained a patent for its financing methodology, designed to guarantee investors sufficient funds to cover the costs of tuition for colleges. [read post]
20 Sep 2024, 2:40 am
Be sure to check out these recently published environmental items: Recycling/Solid Waste Management State Law Survey Brownfield Reclamation and Redevelopment Funding State Law Survey As Temperatures Rise, Lawmakers Eye More Heat Protection for Workers Water Rights Law Resource Kit (Real Estate Owners) (National and Select States) PFAS Liability Claims: Practice Pointers for Locating Old Insurance Policies Checklist t Blue Bonds Blue Loans Environmental Regulation of Energy and Utility… [read post]
7 Aug 2007, 11:03 am
Basically, she recommended unsuitable mutual funds and variable annuities to a number of elderly and retired customers. [read post]
19 Feb 2014, 9:57 am
They do this by soliciting funds by phone or email or using fake web sites. [read post]
23 May 2016, 11:41 am
Now, let’s talk about those injured workers, so we’re saving money through the use of these tools in loss dollars and the comparison of using an annuity versus a lump sum payment, and really leveraging the interest that leads to those savings. [read post]
1 Feb 2023, 2:39 pm
The fund ultimately collapsed, causing investors to lose billions of dollars. [read post]
20 Jun 2012, 1:42 pm
If you directly hold shares of a U.S. mutual fund you do not need to report the mutual fund or the holdings of the mutual fund. [read post]
8 Jan 2014, 4:41 am
2014 update Wills and Estate Planning Seminar materials By Kenneth Vercammen, plus the Greenbaum Rowe Law Office Alert - An Overview of Key Provisions of the American Taxpayer Relief Act of 2012. [read post]
31 Jan 2013, 7:27 pm
2013 update Wills and Estate Planning Seminar materials by Kenneth Vercammen Co-Chair of Elder Law Committee ABA , plus tax portion by the Greenbaum Rowe Law Office Alert - An Overview of Key Provisions of the American Taxpayer Relief Act of 2012. [read post]
31 Jan 2013, 7:22 pm
2013 update Wills and Estate Planning Seminar materials by Kenneth Vercammen Co-Chair of Elder Law Committee ABA , plus tax portion by the Greenbaum Rowe Law Office Alert - An Overview of Key Provisions of the American Taxpayer Relief Act of 2012. [read post]
18 May 2012, 11:12 am
(e) Notwithstanding Section 103.053(c), annuity payments may be reduced by an amount necessary to make the payments required by Subsection (d), and that amount shall be transferred to an appropriate account as provided by the comptroller by rule to fund that coverage. [read post]
16 Aug 2023, 12:49 pm
The structured settlement will likely fund an annuity policy via the defendant’s insurance company, guaranteeing you a consistent flow of income over a certain amount of time. [read post]
2 Oct 2012, 11:55 am
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]
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]
14 Jan 2024, 10:02 am
Investment Assets: Bonds, stocks, mutual funds, annuities, time deposits, IRAs, and 401ks are examples of investment assets that must be included in this section of Form 433-A. [read post]
19 Sep 2017, 3:55 pm
In this regard, 401(k) equity mutual fund fees have dropped by 38% since 2000 and bond mutual funds fees by 43% in the same time period. [read post]
5 Jan 2012, 9:27 am
., a mutual fund), or stock acquired in connection with a dividend reinvestment plan (DRP), if acquired after 2011. [read post]
21 May 2016, 4:46 am
Kevin McCarty: We have actual cases, Lesley, where a policyholder had both an annuity and a life policy. [read post]
29 Oct 2007, 10:10 pm
Suzana Popovic-Montag: That's a great idea, Ian, because we know basically that RRSPs and RRIFs, the Registered Retirement Income Funds, are deemed at law to be disposed of on death at fair market value. [read post]
