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2 Nov 2015, 12:10 pm
All defined benefit plans offer annuity forms of payment in which periodic payments are paid to the participant. [read post]
30 Oct 2015, 3:30 pm
The following is a transcription of a recent episode of Wall Street vs. [read post]
28 Oct 2015, 7:53 am
In the second case (its 2002 decision in Great-West Life & Annuity Insurance Co. v. [read post]
26 Oct 2015, 7:16 am
According to FINRA, the postcards contained information about investing in fixed annuities that violated industry standards by failing to provide a sound basis for evaluating an investment in fixed annuities. [read post]
23 Oct 2015, 6:30 am
., Mutual Fund or Annuity)? [read post]
22 Oct 2015, 6:11 am
For example, the British Parliament’s “land tax” imposed rates, not only on real property and associated hereditments, but on (1) debts due to the taxpayer, (2) business and personal chattels, and (3) earnings, pensions, and annuities sourced from public funds. [read post]
21 Oct 2015, 4:14 pm
Other protected retirement accounts Some annuities or retirement plans are protected because they include restrictions on when and how funds from these plans can be withdrawn. [read post]
21 Oct 2015, 7:38 am
Based on a $9.3 billion payroll for 135,000 members of the Teachers Pension and Annuity Fund, a 1 percent match would cost districts statewide $93 million. [read post]
13 Oct 2015, 12:49 pm
Sean Meadows allegedly persuaded clients, many of whom were elderly or disabled, to purchase annuities they didn’t need in order to collect the commissions. [read post]
9 Oct 2015, 6:40 pm
It notes that in the instance of a purchase of a guaranteed return type annuity that while the purchase price is fully recoverable, a portion of the recovery stems from income earned on the balance of the fund and over the full term of the annuity. [read post]
9 Oct 2015, 4:29 am
Labor unions and the trustees of the big three pension funds — the Public Employees’ Retirement System, the Teachers’ Pension and Annuity Fund and the Police and Firemen’s Retirement System — each filed suit after Christie slashed billions of dollars from planned pension contributions. [read post]
7 Oct 2015, 6:30 am
The carrier wins because they are able to free up funds that would otherwise be used for a settlement paying a lump sum. [read post]
3 Oct 2015, 5:34 pm
Spousal limited access trusts or completed gifts to self-settled asset protection trusts may be preferable to funding grantor retained annuity trusts or charitable remainder unitrusts. [read post]
3 Oct 2015, 5:34 pm
Spousal limited access trusts or completed gifts to self-settled asset protection trusts may be preferable to funding grantor retained annuity trusts or charitable remainder unitrusts. [read post]
3 Oct 2015, 5:34 pm
Spousal limited access trusts or completed gifts to self-settled asset protection trusts may be preferable to funding grantor retained annuity trusts or charitable remainder unitrusts. [read post]
3 Oct 2015, 5:34 pm
Spousal limited access trusts or completed gifts to self-settled asset protection trusts may be preferable to funding grantor retained annuity trusts or charitable remainder unitrusts. [read post]
1 Oct 2015, 7:46 am
Malebranche also was the subject of a customer complaint alleging unsuitability in connection with the sale of a fixed annuity, resulting in $15,892.28 repaid to the customer (more than the $15,650 requested), according to the BrokerCheck report. [read post]
23 Sep 2015, 6:30 am
Buy an Annuity. [read post]
17 Sep 2015, 1:27 pm
Producer: So the difference between a fixed annuity and a variable annuity is? [read post]
14 Sep 2015, 2:52 pm
Similarly, an alternate payee with chronic health problems may have a greater risk of premature death and a life annuity may be less valuable than other assets. [read post]
