Search for: "ANNUITY FUND"
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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]
14 Mar 2019, 2:17 pm
The complaint details that the investment product was supposed to be comprised of U.S Treasury Securities, publicly-traded stock, fixed-index annuities, life settlements, and mutual-fund shares, but Gallagher only purchased a single $75,000 annuity. [read post]
11 Mar 2019, 2:17 pm
Meantime, Schmidt earned more than $230K in commissions from both the customers who received the misappropriated monies and those whose funds he stole. [read post]
5 Mar 2019, 12:47 pm
According to the SEC, during a 14 year period, from 2003 to 2017, Schmidt allegedly made 62 unauthorized sales and withdrawals from variable annuities held by customers, totaling over $927,000, purportedly transferring the funds without their knowledge by using fraudulent letters of authorization as well as allegedly issuing false account statements. [read post]
27 Feb 2019, 9:00 am
Retirement is a one time experience, likely you will not have the time or resources for a do-over. [read post]
21 Feb 2019, 6:57 am
Further, according to the CCMC, the proposal creates an opportunity to overall improve the language of annuities, and the SEC should take steps to avoid codifying old and confusing annuity language in within the new rule and amendments. [read post]
20 Feb 2019, 9:00 am
Assisted suicide has been a controversial topic for years. [read post]
