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27 May 2020, 1:37 pm
A structure is an annuity whereby the funds are invested on the Plaintiff’s behalf. [read post]
26 May 2020, 6:57 am
November, 2007: A customer dispute alleged that a variable annuity wasn’t in the client’s best interest and requested $5,696 in damages, which was denied. [read post]
20 May 2020, 6:04 am
T-Bills, TIPs, or Target Date Funds) are risky because they focus on the wrong goal —wealth at retirement, as opposed to how much retirement income can be guaranteed to support pre-retirement standard-of-living. [read post]
18 May 2020, 9:18 am
The findings also stated that Cook improperly used funds from the customers’ variable annuities for his own personal use. [read post]
8 May 2020, 12:02 pm
September, 2019: A customer dispute alleged that Dorraine “engaged in improper mutual fund switches, recommended and sold unsuitable variable annuities, and took advantage of the diminished capacity of one of the claimants. [read post]
5 May 2020, 9:24 pm
In order assist pension and annuity account balances recover from the downturn, the Government has also introduced a reduced minimum annual payment for account-based pensions and annuities, allocated pensions and annuities, as well as market-linked pensions and annuities. [read post]
29 Apr 2020, 7:17 am
This included nontraded real estate investment trusts (nontraded REITs), annuities, private placements, equipment leasing, and oil and gas investments. [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]
28 Apr 2020, 12:29 pm
Allegations include unsuitable annuities and excessive trading, among others. [read post]
15 Apr 2020, 6:00 am
Pension plan structures vary from state to state, but historically, most states have provided some form of defined benefit plan that promises retirees a lifetime annuity. [read post]
13 Apr 2020, 9:52 am
This is significant because the Wildermuth Fund’s manager, Daniel Wildermuth, has an ownership stake in Kalos Capital and the fund’s manager, Wildermuth Advisory, is under common control with Kalos Capital. [read post]
7 Apr 2020, 10:18 am
Your beneficiary designations are those persons you designate to receive your benefits from certain assets upon your death. 401k plans or other retirement plans and life insurance policies or annuities usually ask you to choose a beneficiary. [read post]
1 Apr 2020, 1:31 pm
This relief provision applies broadly to eligible retirement plans, including individual retirement accounts and annuities, plans qualified under IRC Section 401(a) and 403(a), tax sheltered annuities under IRC Section 403(b) or governmental deferred compensation plans under IRC Section 457(b). [read post]
31 Mar 2020, 3:38 pm
Eligible retirement plans include IRAs, tax-qualified retirement plans, tax-deferred annuities, and IRS Code Section 457 deferred compensation plans. [read post]
27 Mar 2020, 9:39 am
Example: Fred funds a GRAT with $10 million worth of stock and retains the right to receive an annuity payment of approximately $1.318 million annually for 8 years. [read post]
24 Mar 2020, 6:35 am
GPB Capital Holding’s funds include: GPB Cold Storage GPB Automotive Fund GPB Automotive Income GPB Holdings II and III GPB Waste Management GPB NY Development DDPs include products such as non-traded REITs, oil and gas offerings, equipment leasing products, and other alternative investments. [read post]
12 Mar 2020, 9:18 am
The Bull Market run is over and accounts that became over-exposed to equities through either stocks, mutual funds, annuities, or structured products, are bearing the brunt of this undisciplined approach. [read post]
12 Mar 2020, 6:55 am
In addition, prospectuses for underlying mutual fund investment options also may be made available online, and investors may choose to have this information and other related documents delivered in print or electronically at no charge.Forms. [read post]
11 Mar 2020, 12:50 pm
” In 2014, Butler converted some of his insurance annuities into precious metals, which were shipped to Butler and another individual in the United States. [read post]
4 Mar 2020, 12:48 pm
According to the complaints, Fry’s alleged scheme was to use a Power of Attorney to steal and embezzle funds and fraudulently obtain insurance benefits by purportedly removing monies and funds from investment accounts, annuities and insurance policies he managed for the client and keep the money, in excess of $1.3 million, for his own personal benefit. [read post]
