Search for: "Annuity Fund"
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5 Aug 2024, 7:42 pm
When properly structured and funded at least five years before applying for Medicaid, MAPTs can protect your assets while allowing you to retain some control over them. [read post]
22 May 2021, 12:56 pm
Does their annuity income match their tax return? [read post]
17 Sep 2011, 4:07 am
He died in 2003, and petitioner's application for survivor annuity benefits was denied. [read post]
22 Dec 2006, 2:09 am
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Title744
S7431A
FARLEY -- Relates to registration of mortgage loan originators 743
S6964A
MORAHAN -- Obtains treatment services for exposure to toxic materials or harmful physical agents and establishes a task force to study the effects of the exposure 742
S8467
GOLDEN -- Relates to criminal possession of a weapon; repealer 741
S8349A
BONACIC -- Prohibits certain transportation corporations that are gas corporations and gas and electric corporations… [read post]
25 Jan 2024, 11:58 am
You may not transfer funds from US-based pre-tax accounts such as traditional 401(k)s or traditional IRAs into a UK pension since that would result in you not paying taxes on that income at any point. [read post]
11 Mar 2015, 7:05 pm
You are receiving early distributions from a traditional IRA in the form of an annuity. [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]
24 Apr 2015, 1:39 pm
§ 1056 (d)(1), a mechanism designed to prevent the dissipation of retirement funds. [read post]
13 Apr 2011, 1:14 am
It is anticipated that with a special needs trust and a structured settlement through an annuity held through this special needs trust plus additional cash, the client will be able to continue to receive her DSHA benefits from Washington since there will be no constructive receipt of the settlement funds. [read post]
10 Feb 2013, 7:12 am
Your income must consist only of wages, salaries and tips (see line 1), taxable interest of less than $1,500 (see line 2) and unemployment compensation or Alaska Permanent Fund dividends (see line 3). [read post]
14 Jan 2020, 11:47 am
Cash Management and Bank Sweep Programs FINRA recognizes that as commission practices change, cash management services that sweep investor cash into firms’ affiliated or partner banks or money market funds have taken on a greater significance. [read post]
1 Apr 2013, 9:36 am
The funds raised by the assessment are used by the MCCA to provide mandatory 100% reimbursement to Michigan auto insurers for No Fault benefits that are paid out to catastrophically injured auto accident victims after the costs of those benefits have exceeded $530,000. [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]
14 Jan 2020, 11:47 am
Cash Management and Bank Sweep Programs FINRA recognizes that as commission practices change, cash management services that sweep investor cash into firms’ affiliated or partner banks or money market funds have taken on a greater significance. [read post]
25 Jan 2021, 7:10 am
Other assets, like annuities and depreciable property, can cause even less-desirable results. [read post]
16 Feb 2023, 12:56 pm
Switch you from one variable annuity to another with no legitimate reason. [read post]
15 Jul 2007, 8:03 am
In major news on a particularly slow news week, it was announced late Friday that the Archdiocese of Los Angeles had finally reached settlement on what will now become the largest single payout on the sexual abuse cases that have plagued the Catholic church since these first broke in Boston back in 2000. [read post]
27 Feb 2020, 4:46 pm
Household’s Assets and Resources In addition, the new form requires applicants to provide information regarding any assets and resources available to the applicant and/or his household members (type of asset and amount) including money in checking and savings accounts, annuities, stocks and bonds, retirement accounts and educational accounts, net cash value of real estate holdings, and other assets. [read post]
29 Apr 2020, 4:24 am
Due diligence of the bankrupt assets is typically compressed and may have to be performed without substantial assistance from the bankrupt seller, who often lacks the necessary funds or infrastructure to assist. [read post]
27 Aug 2007, 7:42 pm
Lets face it, there is only so much juice you can squeeze out of the annuity fruit and slim margins very often lead to poor service, hard ball sales tactics and refusal to share compensation with other brokers, simply because the money to be earned on a deal is all spent before it's made. [read post]
