Search for: "Annuity Fund"
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19 Jan 2007, 8:07 pm
The Structured Settlement Process involves the placement of an annuity which is an insurance product requiring a professional license. [read post]
4 Oct 2010, 3:49 pm
The plaintiff MAY NOT purchase the annuity themselves from their own funds. [read post]
27 Oct 2008, 12:55 am
Structured settlements funded with United States Treasury Obligations can provide claimants with a greater degree of security than annuities for those that are most conservative. [read post]
29 Jul 2012, 7:58 am
Comment: Education Law Article 8-c, Special Annuity, addresses tax deferred annuity programs available to certain employees of the State and political subdivisions of the State. [read post]
8 Jul 2010, 12:31 pm
As you will hear in this edition, the solution that I am advocating is the "25% income solution" which is based on the use of life income annuities, or period certain annuities. [read post]
8 Jul 2010, 12:31 pm
As you will hear in this edition, the solution that I am advocating is the "25% income solution" which is based on the use of life income annuities, or period certain annuities. [read post]
30 Nov 2023, 9:55 am
See also: Variable Annuity Switching How Does Mutual Fund Switching Work? [read post]
11 Mar 2009, 3:32 am
Ruddy and Settlement Funding, LLC d/b/a Peachtree Settlement Funding, Plaintiffs v. [read post]
4 Nov 2008, 12:11 pm
The ruling held that the amounts should be considered employee contributions and thus they were subject to FICA.The issue to be resolved was whether a reduction in an employee's salary where the funds were used to purchase annuity contracts for retirement was subject to FICA taxation, even though it was not subject to income tax withholding. [read post]
18 Oct 2012, 4:58 am
ING Life Insurance & Annuity Co., No. 11-cv-282 (D.Conn. [read post]
16 May 2011, 1:47 pm
Lazarus joins Speaking of Settlements in this conversation discussing his firm's (Synergy Settlements) recent roll out and introduction of an innovative non-qualified structured settlement funding vehicle, which takes advantage of a unique partnering of a trust product and secondary market annuity contracts. [read post]
19 May 2009, 2:10 pm
FINRA Investor News May 14, 2009 =============================== Investor Alerts: What You Should Know About Variable and Index-Equity Annuities Market events over the last 9 months may have caused many investors to re-examine how their retirement funds are invested. [read post]
28 Jan 2009, 6:23 am
Under the terms of the policy, withdrawing funds before the maturity date would result in substantial penalties. [read post]
4 Jun 2009, 10:10 am
., which funds assigned obligations through Allstate Life Insurance Company and Allstate Life Insurance Company of New York.Barco Assignments, Ltd., which funds assigned obligations through Liberty Life Assurance Company of Boston. [read post]
20 Oct 2008, 3:01 am
This does not however apply where variable annuities are concerned. [read post]
24 Jul 2009, 11:35 am
Click here for all blog postings about variable annuities. [read post]
25 Mar 2010, 12:23 pm
The bill funds these incentives by limiting tax treaty benefits with respect to certain deductible payments, requiring information reporting for rental property expense payments, requiring a minimum 10-year term for grantor retained annuity trusts, and making other necessary changes to the tax laws. [read post]
16 Feb 2021, 11:05 am
Settlement in FINRA Case Involves Repaying Nearly $44K to Affected Customers The Financial Industry Regulatory Authority (FINRA) has ordered Triad Advisors to pay a $150K fine for not adequately supervising both short-term trades involving Class A shares of mutual funds and variable annuity exchanges. [read post]
27 Apr 2011, 10:24 am
On cases involving annuity funding, you need both - but it is a question of timing. [read post]
7 Aug 2018, 10:28 am
Single-premium group, or terminal funding, annuity contracts are purchased by an employer that has decided to terminate its DB pension plan and is required by regulation to transfer participants’ accrued benefit liabilities into a life insurer’s irrevocable group annuity contract. [read post]
