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10 Apr 2012, 2:00 am
It does not apply to non-ERISA plans such as governmental or non-electing church plans and it does not apply to IRAs or non-qualified annuities. [read post]
7 Nov 2008, 5:15 pm
" The shareholder Plaintiffs include City of Philadelphia Public Employee Retirement System, Sheet Metal Workers Local #218(S) Pension Fund, Henry Taylor, and Hawaii Annuity Trust. [read post]
12 Jan 2015, 5:00 am
The new trust can’t reduce a beneficiary’s fixed income, annuity, or unitrust in the old trust. [read post]
13 Jun 2019, 9:20 am
Were the pension plan a mere custodian of funds as one might conclude with the deferred compensation plan, (which appears to be a define contribution plan) this argument might glide by easily. [read post]
13 Oct 2011, 10:53 am
When I moved here, Florida had an intangibles tax that only affected people with substantial non-cash financial assets held outside of a retirement fund. [read post]
9 May 2011, 6:38 am
Richard Risk and Jack Meligan each recommended, during the same public hearing, that Treasury issue regulations explicitly holding the economic benefit doctrine will not be triggered in the context of single-claimant 468B Qualified Settlement Funds. [read post]
8 Feb 2022, 9:48 am
These policies are part annuity or life insurance and part long-term care coverage. [read post]
14 Nov 2016, 9:43 am
Examples are annuities, life insurance policies, retirement accounts, and many jointly owned assets. [read post]
30 Oct 2011, 9:27 am
Most were uncertain whether a structured settlement consultant was involved with their case. 34% recalled receiving educational information while 75% of this 34% said the information was helpful. 66% first learned about structured settlements from their trial attorney. 75% said they were very happy their settlement included structured settlement annuities. 75% said they would recommend a structured settlement. [read post]
30 Oct 2020, 4:00 am
Returns on investment are guaranteed (Not to be confused with an annuity from a reputable company with a guarantee in the contract.) [read post]
3 Jun 2014, 7:15 am
Federal Trade Commission 13-1045Issue: (1) Whether the Court’s analysis of equitable jurisdiction in Great-West Life & Annuity Insurance Co. v. [read post]
19 Apr 2009, 9:45 am
That said, the purpose of this post is not to take on the trial lawyer associations that are under pressure to raise funds and who look at the settlement professions as an easy mark to raise cash in return for some questionable endorsement. [read post]
30 Jul 2020, 2:39 am
In both instances, the customers allege that Haywood II recommended that they purchase a variable annuity contract and alternative investments, including non-traded real estate investment trusts (REITs) and business development companies (BDCs). [read post]
13 Jun 2019, 9:20 am
Were the pension plan a mere custodian of funds as one might conclude with the deferred compensation plan, (which appears to be a define contribution plan) this argument might glide by easily. [read post]
11 Apr 2023, 9:14 am
The use of Charitable Remainder Annuity Trust or Monetized Installment Sales can be legitimate tax techniques based on a taxpayer’s particular circumstances. [read post]
28 Dec 2018, 10:12 am
Start a “rainy day” fund in case of emergencies. [read post]
28 Sep 2023, 7:42 pm
Structured settlements pay benefits over time through an annuity funded by the insurer. [read post]
26 Jun 2018, 7:00 am
When it recoups overpayments, it is “not levying or attaching any funds to satisfy a money judgment. [read post]
12 Apr 2007, 8:59 pm
Instead, he has drawn on a retirement annuity to fund the college costs and his wife drives a 12-year- old car with 175,000 miles. [read post]
13 Aug 2014, 5:55 pm
The problem is that often clients will request the agreement, expend the funds, all without having any idea whether their spouse will agree or sign the agreement. [read post]
