Search for: "ANNUITY FUND"
Results 861 - 880
of 2,785
Sort by Relevance
|
Sort by Date
31 Aug 2016, 1:10 pm
In Park Employees’ and Retirement Board Employees’ Annuity and Benefit Fund of Chicago v. [read post]
31 Aug 2016, 8:11 am
Annuities are useful only when made part of a larger, comprehensive investment plan. [read post]
31 Aug 2016, 8:11 am
Annuities are useful only when made part of a larger, comprehensive investment plan. [read post]
29 Aug 2016, 11:05 am
, is a small broker-dealer and is the target of a $3 million FINRA arbitration complaint over the sale of variable annuities and real estate securities. [read post]
28 Aug 2016, 6:00 pm
The government has provided some pretty significant tax advantages as an incentive for Americans to self-fund their long term care. [read post]
23 Aug 2016, 1:33 pm
Grantor Retained Annuity Trusts: Often called “GRATs,” these trusts are created to minimize estate taxes. [read post]
15 Aug 2016, 9:45 am
If X equals a longer lifetime and Y equals smaller retirement funds, how do you solve for Z? [read post]
14 Aug 2016, 5:41 pm
Similar to an IRA, there is a 10% penalty for withdrawing funds before age 59 and ½ but there is no requirement that you start withdrawing funds at 70 and ½ as there is under IRA Required Minimum Distribution (RMD) rules. [read post]
3 Aug 2016, 2:03 pm
How Settlements Are Structured A structured settlement is basically a guaranteed annuity or pension that is designed to help meet the plaintiff’s current and future financial needs. [read post]
1 Aug 2016, 12:08 pm
A few examples of irrevocable living trusts include: Irrevocable Life Insurance Trusts Qualified Personal Residence Trusts Grantor Retained Annuity Trusts Spousal Lifetime Access Trusts Charitable Remainder Trusts However, a testamentary trust is created and funded after someone’s death. [read post]
1 Aug 2016, 12:08 pm
A few examples of irrevocable living trusts include: Irrevocable Life Insurance Trusts Qualified Personal Residence Trusts Grantor Retained Annuity Trusts Spousal Lifetime Access Trusts Charitable Remainder Trusts However, a testamentary trust is created and funded after someone’s death. [read post]
1 Aug 2016, 8:48 am
Pippins, No. 14-0457 (Tex., July 1, 2016), a company, RSL Funding, agreed to purchase certain annuity contracts issued by MetLife from three individuals on behalf of the company or its assigns. [read post]
25 Jul 2016, 9:51 am
Not only have these low yields hurt savers of modest means, they’ve caused problems for insurance companies, annuity issuers and pension funds, all of which set aside money today to meet needs that will arise in the future. [read post]
23 Jul 2016, 4:07 am
FINRA found that Schober attempted to conceal the unsuitable annuity exchanges by providing false information concerning the source of funds on the annuity transaction documents. [read post]
20 Jul 2016, 10:18 am
The AWC also noted that for 44 transfers, Prudential Annuities Distributors also determined that the withdrawn funds were paid to the customer, when they were not actually sent to the customer. [read post]
12 Jul 2016, 6:30 am
There are related sites that address Obamacare impact, Annuities, Accident and Health Carriers, as well as many other lines that employers might be concerned with. [read post]
6 Jul 2016, 9:49 am
Timothy Francis Dufresne (CRD #3237322, Bamberg, South Carolina) Dufresne consented to the sanction and to the entry of findings that he converted at least $400,000 from customers by improperly obtaining distributions of funds from the customers’ variable annuities, depositing the funds in his business account, and using the funds for his own benefit without the customers’ authorization. [read post]
1 Jul 2016, 1:56 pm
Assets Keep your pre-marriage stocks, bonds, mutual funds, and savings separate. [read post]
22 Jun 2016, 6:20 am
How Settlements Are Structured A structured settlement is basically a guaranteed annuity or pension that is designed to help meet the plaintiff’s current and future financial needs. [read post]
22 Jun 2016, 6:20 am
How Settlements Are Structured A structured settlement is basically a guaranteed annuity or pension that is designed to help meet the plaintiff’s current and future financial needs. [read post]
