Search for: "Annuity Fund"
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16 May 2019, 10:53 am
The second dispute, filed on 11/23/2005, alleged misrepresentation regarding the purchase of a mutual fund. [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]
10 May 2019, 1:19 pm
Variable annuities can be high risk investments. [read post]
3 May 2019, 8:51 am
AXA Advisors LLC reportedly misrepresented the credit quality of certain funds offered within group annuity contracts for the corporate retirement plans, for five years ending in November 2015, according to a Letter of Acceptance, Waiver and Consent signed by the AXA. [read post]
12 Apr 2019, 6:29 am
” The complaint is related to a variable annuity and real estate security. [read post]
10 Apr 2019, 9:08 am
According to the SEC’s case against her, she forged their signatures so she could take money from their variable annuity, retirement, and investment accounts. [read post]
9 Apr 2019, 1:16 pm
Further, because the annuities are paid to the grantor over time, this type of trust can be a useful way to manage your funds in a tax-wise manner for retirement.As innocuous as it may seem, the gift tax can really add up. [read post]
4 Apr 2019, 5:33 am
Michael Busby Uncontested Divorce Houston Texas Children requires a form final decree that is the parties agreement. [read post]
3 Apr 2019, 10:00 am
In this episode Victor goes over some legal and retirement updates – the status of the law which will allow terminally ill patients to have the “right to die” & the status of the Nevada fiduciary law. [read post]
2 Apr 2019, 11:04 am
Allegations include unsuitable sales of variable annuities, among others. [read post]
1 Apr 2019, 1:33 pm
Understand Investment Fees and Their Impact on Returns – Fees and expenses can have a real effect on your investments, including mutual funds and ETFs, variable annuities, and 529 college savings plans. [read post]
31 Mar 2019, 9:01 pm
H elected a joint and survivor annuity with W2 named as joint annuitant. [read post]
27 Mar 2019, 10:00 am
Transitioning into retirement is going to be a big change for a lot of people. [read post]
21 Mar 2019, 6:00 am
In addition, allowing defined benefit plans to fully transfer the responsibility of providing pensions to a regulated life insurance company through the purchase of annuities will improve plan sustainability and better protect retirees’ pensions from the risk of employer insolvency. [read post]
20 Mar 2019, 10:00 am
I want to talk to you today about two different kinds of funds, index funds and mutual funds, and how they may or may not be the right fit for you. [read post]
19 Mar 2019, 2:00 am
This viewpoint aligned with RMD policy because the annuity in place would not be cut back and would, in fact, pay out faster. [read post]
18 Mar 2019, 12:33 pm
Other than one $75,000 annuity purchase, Gallagher allegedly purchased no assets in any of the five categories and no other assets to back the promised returns. the SEC notes. [read post]
18 Mar 2019, 11:17 am
The findings stated that Pevey solicited investors to purchase promissory notes relating to a purported real-estate investment fund. [read post]
18 Mar 2019, 11:04 am
Gallagher claimed the returns would be a result of using investor money to acquire the following: Mutual fund shares Life settlements US Treasury securities Fixed-Index annuities Publicly-traded stock Instead, Gallagher allegedly only used a small portion of investors’ money on just one $75K annuity purchase. [read post]
18 Mar 2019, 7:20 am
To prevent the customers from discovering the misappropriation of funds, Schmidt would destroy or discard fraudulent withdrawal forms after delivering them to annuity companies. [read post]
