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23 Feb 2016, 10:08 am
Collier stopped making payments into the trust and into the annuity fund in 2012. [read post]
26 Dec 2021, 7:25 am
Gift Annuity A gift annuity is a contract between you and the charity you have selected. [read post]
25 Mar 2010, 7:20 pm
Robert LaCorte, a licensed insurance agent, allegedly used $162,552 in funds from the victim’s IRAs without her knowledge to open two annuity accounts with a life insurance company. [read post]
14 Sep 2007, 8:36 am
Examples of these products used in a settlement include: life insurance annuities, life insurance policies, variable annuities, trust products, cash management products, and mutual fund/securities products. [read post]
6 Oct 2010, 12:27 pm
Settlement Funding v. [read post]
13 Oct 2009, 11:00 am
Mr Roth is not a fan of annuities (and, presumably, other forms of cash value insurance products). [read post]
6 Oct 2019, 6:00 pm
This of course can have significant income tax implications if stocks, annuities or retirement accounts are being liquidated. [read post]
30 Mar 2011, 7:51 am
Before Ivie invested his funds, he alleged, Jackson had sent DLG a cease and desist letter directing DLG to stop representing that Jackson was a reinsurance company or to start using a disclaimer in all materials that Jackson does not reinsure or underwrite DLG’s investments. [read post]
21 Jan 2023, 7:24 am
“A debtor’s interest in or right, whether vested or not, to the assets held in or to receive pensions, annuities, benefits, distributions, refunds of contributions, or other payments under a retirement plan is exempt from judgment” 735 ILCS 5/12-1006 (emphasis mine) Even if a 401(k) owner files for bankruptcy, the 401(k) owner still gets to keep all the money in their “[r]etirement funds to the extent that those funds are in a fund or… [read post]
8 Jul 2020, 7:20 am
Respondent PMG ignored claimant’s wishes and embarked on a plan to transfer funds to the variable annuity component almost immediately. [read post]
7 Dec 2016, 10:54 am
These defined benefit plans work much like annuities. [read post]
27 Jul 2018, 9:15 am
Everyone thinks of bank accounts, vacation homes, stocks, bonds, retirement annuities, and the like. [read post]
19 Jan 2014, 7:42 am
A charitable remainder annuity or unitrust (“charitable trust”) is funded with appreciated assets. [read post]
15 Feb 2011, 9:00 pm
" For example, Rauh stated that New Jersey has only contributed 5.4% of its "actuarially required contribution" to its Teachers' Pensions and Annuity Fund. [read post]
16 Jan 2012, 4:00 pm
As with all annuities, the amount of income provided depends on the donor’s age when the annuity is purchased. [read post]
30 Oct 2012, 10:01 pm
Absent other agreement between the parties, a divorce court must require a pension plan participant to elect the 50% joint and survivor option (if) offered by the participant’s pension fund. [read post]
27 Mar 2009, 4:07 pm
Annuity payments paid over time provide tax benefits to recipients. [read post]
9 Aug 2008, 11:17 am
The ten page paper highlights changes in how attorneys and guardians of disabled individuals will have to change the way they interact with SSA, video hearings, "paperless" medical and legal files at SSA, as well as the 2008 changes in Medicare, and changes we are expecting in the SSI POMS that relate to Special Needs Trust administration: new rules on employment by the trustee of parents to care for minor disabled children, support of dependent spouses and minor children… [read post]
6 Jun 2023, 6:56 pm
Currently, tens of thousands of investors, many of them retirees, and seniors, have been unable to access their funds in these annuities over the past few years. [read post]
6 Oct 2010, 4:33 pm
Read more at Financial Planning.com Visit Annuity News Now [read post]
