Search for: "ANNUITY FUND"
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10 May 2017, 10:30 am
The insurance company is then betting the client dies before the full value of the funds has been paid out. [read post]
8 May 2017, 4:05 pm
In later years, the RMD will exclude any funds in the annuitized contract. [read post]
8 May 2017, 8:45 am
Instead, they pay only $24,714 to fund the full MSA, resulting in savings of $14,179. [read post]
8 May 2017, 5:00 am
§150 provides that "Except as otherwise provided by sections one hundred one, two hundred eleven, and two hundred twelve of the retirement and social security law*** . . . if any person subsequent to his or her retirement from the civil service of the state . . . shall accept any office, position or employment in the civil service of the state . . . to which any salary or emolument is attached . . . any pension or annuity awarded or allotted to him or her upon retirement, and… [read post]
5 May 2017, 10:30 am
Other than the prohibition of term life insurance, Missouri’s Chapter 436 does not offer guidance to a preneed trustee that accepts insurance policies or annuities. [read post]
2 May 2017, 9:41 am
Simple withdrawl and transfer of joint funds? [read post]
28 Apr 2017, 6:12 am
Parker MacIntyre provides legal and compliance services to investment advisers, broker dealers, registered representatives, hedge funds, and issuers of securities, among others. [read post]
24 Apr 2017, 4:00 am
This could be a technique used to hide funds until after the divorce is final. [read post]
21 Apr 2017, 1:01 pm
A UIT is a type of fund that is a mix between an actively managed fund and a fixed portfolio of income-producing securities that is purchased and held to maturity. [read post]
19 Apr 2017, 1:14 pm
The Older Americans Act provides funding for several food services for the elderly through Meals on Wheels at senior centers. [read post]
9 Apr 2017, 12:35 pm
Deremo recommended that the customer exchange his existing variable annuity for a new variable annuity issued by another entity so that Deremo could execute a strategy wherein he would, at his discretion, move the full account balance between a precious metals fund subaccount (Precious Metals Fund) and a money market subaccount based on market factors monitored by Deremo. [read post]
3 Apr 2017, 10:10 am
You can file a form 1040-A if your taxable income is less than $100,000 and your income consists of wages, salaries, and tips; interest and dividends; capital gain distributions; IRA distributions; distributions from pensions and annuities; and taxable Social Security and Railroad Retirement Benefits. [read post]
3 Apr 2017, 10:00 am
Your spouse had to pay avoidable taxes on these funds. [read post]
29 Mar 2017, 3:00 am
Seven websites referred to this concept with the exact term SOCIAL SECURITY ANNUITY.The Board found that Social Security "has indeed been interpreted as a type of 'annuity' program" to the extent that it provides fixed payments on a prior investment of funds. [read post]
26 Mar 2017, 3:09 pm
If you borrowed funds for business and personal use, you must allocate the debt accordingly. [read post]
24 Mar 2017, 9:56 am
Forty percent of the firm’s revenues are from sale of variable annuities; 40% from mutual funds; and most of the remaining 20% from real estate investment trusts, according to the FINRA panel. [read post]
20 Mar 2017, 9:01 am
” The court held that Novation failed to allege antitrust injury because they didn’t allege how the deceptive conduct prevented consumers from clicking on the third link, e.g., the “www.annuity.org/Cash-Out/” to Annuity that showed in several exhibits; Novation brought no claims against Annuity. [read post]
6 Mar 2017, 11:15 am
SIPC does not cover the following: Ordinary market loss; Investments in commodity futures, fixed annuities, currency, hedge funds or investment contracts (such as limited partnerships) that are not registered with the SEC; and Accounts of partners, directors, officers or anyone with a significant beneficial ownership in the failed firm. [read post]
4 Mar 2017, 8:00 am
Gumport recently published an Article entitled, Legacy Savings Organizations: Beating Deferred Annuity Insurance Benefits by Over 50%; Practical Plan for Funding Extra-Long Retirement (2017). [read post]
27 Feb 2017, 7:40 am
FINRA charged Morton with both converting funds and engaging in undisclosed outside business activity. [read post]
