Search for: "Annuity Fund"
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29 Jun 2007, 5:28 pm
On Friday though, a bipartisan committee appeared to deliver the final blow when it refused to fund a plan to drop to the retirement age from 65 to 63 and the service requirement for annuity payments from 20 years to 10 years. [read post]
27 Jun 2018, 9:35 am
The Financial Industry Regulatory Authority (FINRA) ordered Woodbury Financial to pay $1.1 million to a couple whose broker invested their money in an aircraft company, a military building in Indiana, variable annuities, and A-share mutual funds, among other unsuitable investments. [read post]
5 Jun 2007, 6:03 am
One portion of that report that is getting increasing attention and on which I have received a significant number of inquiries is the reference on page 38 to products "that would wrap mutual funds" with living benefit guarantees similar to those found on variable annuities. [read post]
4 Jun 2014, 8:50 am
Between July 2010 to September 2012, it is alleged that Wetzel transferred the funds without the clients knowledge, and used the money for his personal expenses. [read post]
9 Dec 2006, 7:16 pm
Peachtree does not buy your structured settlement annuity contract. [read post]
23 Jul 2008, 7:03 pm
Treasury guidance for single claimant 468B Funds; Educational programs addressing controversial topics related to structured settlement growth - including single claimant 468B Funds; the secondary annuity markets; and problems with Medicaid annuities. [read post]
10 Mar 2007, 7:54 am
The commission is paid by the annuity issuer as a marketing expense incurred in distribution of its annuity product. [read post]
23 Jun 2008, 12:55 pm
Charitable Trusts A charitable remainder unitrust or annuity trust can provide income and estate tax benefits, avoid capital gains tax and provide funds for research, helping the needy or other philanthropic goals. [read post]
22 Mar 2024, 2:55 pm
Lindberg, who has long been suspected of funneling funds from his insurers to his special purpose vehicles, is currently charged with allegedly defrauding annuity policyholders in a $2B scam. [read post]
29 Nov 2011, 8:57 pm
, selling annuities that fund structured settlements - the opinion describes how the plaintiffs and defendant had a dispute over a plan for online auction system involving the secondary market for sale of structured settlement payment rights. [read post]
24 Feb 2010, 5:35 am
Court of Appeals for the Second Circuit concluded Feb. 16 (Operating Local 649 Annuity Trust Fund v. [read post]
24 Feb 2010, 5:35 am
Court of Appeals for the Second Circuit concluded Feb. 16 (Operating Local 649 Annuity Trust Fund v. [read post]
12 Mar 2008, 4:07 pm
Lillesand's 2008 SSP presentation focused on the "life or death" issue of Medicaid insurance for disabled persons - plus the challenges and risks for special needs attorneys who recommend annuities as funding and investment options. [read post]
14 Feb 2020, 4:00 am
This means that people have an additional year and a half to keep all of the funds in their retirement accounts until they need to start taking distributions. [read post]
15 May 2019, 7:21 am
Similarly, the annuity companies from which these funds were converted could have liability to the victims too. [read post]
24 Feb 2011, 5:52 am
Penalty Period Does Not Start Until Applicant Has Spent Down Returned Funds A U.S. district court finds that the penalty period for a New Jersey Medicaid applicant who transferred assets and then had some of the transfers returned does not start running until the applicant has spent down the funds from the returned transfers to below the resource limit. [read post]
22 Dec 2006, 6:53 pm
These changes include new rules for annuities, including annuities used to fund special needs trusts. [read post]
4 Jan 2019, 4:03 am
Alan Rosca, of the Goldman Scarlato & Penny PC law firm, is investigating activity related to Jerry Simpson’s alleged theft of client funds. [read post]
17 Jun 2009, 8:49 am
Wentworth funds structured settlement factoring transactions. [read post]
19 Aug 2014, 1:17 pm
Sales of expensive “L-share” classes of mutual funds and variable annuities, which have short surrender periods, but higher upfront costs, are on examination priority of the SEC. [read post]
