Search for: "Annuity Fund"
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21 Jun 2016, 5:43 pm
The result is comparable to taking your typical withdrawals without adding funds to the trust. [read post]
20 Jun 2016, 7:02 am
Wentworth and “persons involved in advancing funds in exchange for the rights to future payments from structured settlements or annuities have been engaged in acts or practices that violate the CFPA. [read post]
19 Jun 2016, 8:49 am
In defined benefit plans (pensions), is there a Survivor Annuity Benefit? [read post]
18 Jun 2016, 4:53 am
., rolled over) into a qualifying IRA, individual retirement annuity, or retirement plan not later than the 60th day after the day on which the payee or distributee receives the distribution. [read post]
18 Jun 2016, 4:53 am
., rolled over) into a qualifying IRA, individual retirement annuity, or retirement plan not later than the 60th day after the day on which the payee or distributee receives the distribution. [read post]
17 Jun 2016, 9:45 am
If an individual inherits this asset, he or she will be liable for income tax right away or as funds are distributed. [read post]
16 Jun 2016, 2:48 pm
John Reed Stark As I noted in a recent post, on June 8, 2016, the SEC, in what one commentator called “the most significant SEC cybersecurity-related action to date,” announced that Morgan Stanley Smith Barney LLC had agreed to pay a $1 million penalty to settle charges that as a result of its alleged failure to adopt written policies and procedures reasonably designed to protect customer data, some customer information was hacked and offered for sale online. [read post]
16 Jun 2016, 10:29 am
Without admitting or denying the findings, Dufresne consented to the sanction and to the entry of findings that he allegedly 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]
15 Jun 2016, 7:00 am
Several months later, however, the client complained to the firm, noting in his complaint that he did in fact require access to the funds and did not need to pass on the funds to his heirs. [read post]
8 Jun 2016, 1:07 pm
Fund v. [read post]
8 Jun 2016, 6:45 am
The recent decision of Park Employees and Retirement Board Employees’ Annuity and Benefit Fund of Chicago v. [read post]
6 Jun 2016, 7:04 am
Such value shall be deducted from the fund or property, which is subject to the annuity or life estate, in order to ascertain the value of a future estate or reminder interest passing to such society, association, corporation or purpose. [read post]
24 May 2016, 9:31 am
The findings stated that the firm failed to establish, maintain, and enforce a supervisory system and WSPs reasonably designed to prevent unsuitable mutual-fund switching and to supervise the sale of leveraged, inverse and inverse-leveraged exchange-traded funds (ETFs). [read post]
23 May 2016, 11:41 am
Now, let’s talk about those injured workers, so we’re saving money through the use of these tools in loss dollars and the comparison of using an annuity versus a lump sum payment, and really leveraging the interest that leads to those savings. [read post]
21 May 2016, 4:46 am
Kevin McCarty: We have actual cases, Lesley, where a policyholder had both an annuity and a life policy. [read post]
16 May 2016, 10:53 am
The findings also stated that Schober attempted to conceal the unsuitable annuity exchanges by providing false information concerning the source of funds on the annuity transaction documents he submitted to the firm and annuity companies. [read post]
13 May 2016, 6:46 am
Galanis then acquired two investment advisory firms and installed officers to arrange the purchase of $43 million in bonds using clients’ funds. [read post]
12 May 2016, 11:55 am
You are removing the value of your home from your estate for tax purposes when you fund the trust. [read post]
11 May 2016, 9:26 am
Galanis then acquired two investment advisory firms and installed officers to arrange the purchase of $43 million in bonds using clients’ funds. [read post]
5 May 2016, 9:11 am
Account values of variable annuities, a mix of life insurance, mutual funds, and tax-deferred retirement plans, vary depending on how those investments perform. [read post]
