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7 Jan 2022, 2:20 pm
The alleged scheme was exposed when a short-selling hedge fund, Quintessential Capital Management, released a report concluding that Akazoo was an “accounting scheme” that conducted sham “round-trip” transactions with related-party shell companies to inflate revenues and customer counts. [read post]
7 Jan 2022, 2:20 pm
The alleged scheme was exposed when a short-selling hedge fund, Quintessential Capital Management, released a report concluding that Akazoo was an “accounting scheme” that conducted sham “round-trip” transactions with related-party shell companies to inflate revenues and customer counts. [read post]
26 Dec 2021, 7:25 am
Gift Annuity A gift annuity is a contract between you and the charity you have selected. [read post]
15 Dec 2021, 5:04 pm
” In re Marriage of Radzik and Agrella, 955 NE 2d 591 – Ill: Appellate Court, 2nd Dist. 2011 A retirement fund was not designed to be a slush fund. [read post]
11 Dec 2021, 3:17 am
Grantor Retained Annuity Trust. [read post]
9 Dec 2021, 10:53 pm
If you are in the middle of creating and funding your trust, complete your gift (with the caveat that you may want to hold off fully funding an ILIT because such funding would use up the lifetime exemption instead of annual exclusion gifts). [read post]
3 Dec 2021, 1:29 pm
The complaint alleged that a conversion of funds that were withdrawn from her life insurance and fixed annuities between September 2015 and February 2020 by Daley in the amount of $500,000. [read post]
29 Nov 2021, 11:24 am
Here, the optional pension plan selected by SUNY and elected by petitioners was the Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF). [read post]
29 Nov 2021, 11:24 am
Here, the optional pension plan selected by SUNY and elected by petitioners was the Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF). [read post]
29 Nov 2021, 8:43 am
Listen Here! [read post]
20 Nov 2021, 12:55 pm
If a broker offers insurance products such as variable annuities or life insurance policies, you should also verify that the broker is licensed with their state’s insurance commission. [read post]
16 Nov 2021, 4:13 pm
Additional Benefits 27 Paid vacation days after 5 years of service Unlimited sick leave with full pay Selection of medical benefit packages Prescription, dental, and vision coverage Annuity fund Deferred Compensation Plan, 401K and I.R.A. [read post]
15 Nov 2021, 8:36 am
But there has been a trend of additional triggers that seems to be part of the basis for the high numbers this year: forgeries; elder financial exploitation; excessive or unusual cash borrowing against a policy or an annuity; questionable or false documentation; embezzlement, theft, or disappearance of funds; suspicious use of noncash monetary instruments; suspicious use of multiple transaction locations; suspicious checks; and incidents against customers. [read post]
15 Nov 2021, 2:00 am
Facts and Findings The Ohio Operating Engineers Pension Fund’s best estimate of the rate of return on current assets for minimum funding purposes was 7.25%. [read post]
12 Nov 2021, 7:14 am
Lee summarized the instances where Regulation BI requires conflict mitigation, such as when an associated person might put their interest ahead of a customer’s interest, or a broker-dealer or associated person might put their interest ahead of a customer’s interest due to limits on a fund’s product menu, although she noted that the final rule does not require all conflicts to be mitigated.Lee closed by noting that Regulation BI diverges from aspects of the NAIC model… [read post]
10 Nov 2021, 8:13 am
-backed certificates of deposit or money market funds. [read post]
10 Nov 2021, 4:10 am
The court said in part:[A] Declaratory Judgment that Section 808 is unconstitutional and enjoinment of its use would have no effect on Abdullah’s financial interests or his ultimate annuity payments. [read post]
2 Nov 2021, 4:05 am
The legislation does not propose setting a minimum term for grantor retained annuity trusts or eliminating zeroed out grantor retained annuity trusts. [read post]
29 Oct 2021, 8:19 am
One of these funds is Social Security retirement benefits. [read post]
25 Oct 2021, 12:42 pm
Life Insurance and Annuities Generally, life insurance and annuity investments should name your trust as the primary beneficiary so that the trust can control and protect the proceeds of those policies. [read post]
