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23 Aug 2016, 1:33 pm
Grantor Retained Annuity Trusts: Often called “GRATs,” these trusts are created to minimize estate taxes. [read post]
1 Oct 2021, 11:43 am
SB 278 greatly increases the potential costs to CalPERS agencies for reporting errors, by creating new and in some cases retroactive financial exposure for CalPERS agencies already struggling to fund their pension obligations. [read post]
4 Mar 2024, 9:16 am
In this case, parents can still pursue such claims, but they need court approval to do so, and funds may be held in a restricted bank account or annuity (from which necessary and reasonable withdrawals can only be made for the child’s benefit). [read post]
5 Aug 2020, 12:41 pm
You will want to know what type of lifestyle you will have after divorce and where those funds will come from. [read post]
15 Apr 2012, 8:35 pm
Babener concluded by addressing these additional settlement tax considerations: legal expenses; structured settlements; qualified settlement funds; and transfers of structured settlement payment rights. [read post]
15 Nov 2017, 6:30 am
These benefits include: Social Security Disability (SSDI) benefits; Social Security Disability (SSDI)Reverse Offsets Prior Injury offsets; Retirement annuities from public employee organizations; and Various pension benefits received from a labor union health and welfare funds. [read post]
13 Jul 2021, 6:30 am
Their portfolio of experiences include: Over $1.6 billion in structured settlement annuity premium placed in 2020. [read post]
7 Sep 2015, 9:37 am
While you are at it, do not forget to ensure that beneficiary designations on life insurance, retirement funds and annuities are consistent with mother's inheritance distribution objectives, too. [read post]
11 Sep 2015, 1:00 am
Approval provided a pension scheme with access to tax advantages, but also imposed a restriction namely that the benefits had to be paid as income, for example by way of annuity. [read post]
5 Oct 2008, 3:08 pm
However, the bottom line is the leadership of the financial industry that I work in and have been a part of for 30 years is exceptionally removed from their real purpose, which is to provide advice, assistance and guidance to every day American's and their families as to how to protect their homes, retirements, college funds and futures. [read post]
2 Mar 2011, 12:00 am
(The judgment has a greater effect than this one example provided, and also will affect calculation of pension annuities and life insurance). [read post]
5 Jul 2007, 10:20 am
Basically, she recommended unsuitable mutual funds and variable annuities to a number of elderly and retired customers. [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]
14 Oct 2013, 7:28 am
Next, ensure that the language in each trust, insurance policy, annuity or retirement vehicle is updated regularly to reflect your current wishes. [read post]
23 Aug 2014, 3:01 pm
For the sweatbox model to work, the consumer has to be turned into an annuity, making small payments of interest and fees for a long time, while making little dent in the principal. [read post]
18 Jul 2023, 10:46 am
Let’s take a look at what current tax factors influence Georgia’s retirement-friendliness as well as what’s on the horizon to make it a better fit for retirees looking to make the most of their retirement funds. [read post]
16 Jan 2020, 5:45 am
He misappropriated stole investor funds. [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]
30 Mar 2010, 12:23 am
Thus, the accounts could be cleaned out without notice to the person who originally placed all the funds into the accounts. [read post]
1 Oct 2013, 10:07 am
Next, ensure that the language in each trust, insurance policy, annuity or retirement vehicle is updated regularly to reflect your current wishes. [read post]
