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16 Jan 2010, 7:17 am
Under the PPA provisions, annuity funds may be withdrawn completely tax-free on a FIFO (First-in, First-out) basis for long-term care benefits (amending Section 72(e) of the Internal Revenue Code). [read post]
26 Jun 2019, 9:54 am
This cash can be used to invest in other financial instruments such as stocks, bond, mutual funds, annuities, etc. [read post]
15 Sep 2016, 6:49 am
In addition, more than 250 individuals had their licenses revoked and/or found themselves barred from the industry.In 2015, NASAA stated, most state enforcement actions involved some type of fraud and the most common fraudulent investment products involved real estate or oil and gas ventures State securities regulators also launched numerous investigations and enforcement actions involving variable and indexed annuities, hedge funds, life settlements, and structured products. [read post]
Using Real Market Returns for Interest Crediting Reduces Cash Balance Plans’ Volatility, Study Finds
15 Aug 2018, 2:00 am
These plans also experience the most stable funding pattern from year to year among CB plans. [read post]
Using Real Market Returns for Interest Crediting Reduces Cash Balance Plans’ Volatility, Study Finds
15 Aug 2018, 2:00 am
These plans also experience the most stable funding pattern from year to year among CB plans. [read post]
5 Aug 2007, 8:35 am
So far as I can tell, we don't really have a functioning annuity market. [read post]
6 Apr 2011, 6:31 am
Texas HB 390 & SB 1223 Modifies service retirement annuity for appellate judges under the Judicial Retirement System Plan Two. [read post]
12 Aug 2014, 4:03 am
Colleges and universities in the private sector were not burdened with this "vesting problem" as the majority offered what was referred to as the “national retirement program” for those employed in higher education by participating in the “TIAA-CREF retirement program" offered by the Teachers Insurance and Annuity Association-College Retirement Equities Fund. [read post]
10 Nov 2006, 10:44 pm
Some SSP members promote the use of a qualified settlement fund to get around this when such situations arise.What plaintiff attorneys and plaintiffs may not know is that the use of such device in a single claimant case may actually result in an even greater restriction of annuity carriers as today very few annuity carriers will write structured settlement annuities in such cases.9. [read post]
18 Jul 2007, 7:12 pm
Several consultants criticized structured settlement annuity providers who refuse to accept premiums from single claimant 468B funds - a business practice they characterized as a "conflict of interest" as well as a "fabricated political issue". [read post]
8 Sep 2009, 8:40 pm
Consider that: The James Street Group advertises for example that it offers structured settlements (primarily funded with annuities), 468B qualified settlement fund creation and administration (which upon information and belief ultimately leads to the sale of annuities) and structured attorney fees (which involves the placement of annuities for the attorney members of the New York State Trial Lawyers Association. [read post]
29 Mar 2014, 3:47 pm
Molloy’s Protective annuity, worth approximately $240,000, and attempted to withdraw funds from the annuity. [read post]
17 Jun 2015, 2:30 pm
For example, annuities and private placements are often inappropriately sold to seniors. [read post]
18 Nov 2019, 10:33 am
The council includes one member each from the boards of the Public Employees’ Retirement System and the Teachers’ Pension and Annuity Fund. [read post]
15 May 2009, 4:12 am
Structured settlements may only be funded with structured annuities or obligations of the United States government. [read post]
30 Jan 2007, 7:13 am
Sangerman, a special needs attorney, discussed the use of annuities to fund special needs trusts. [read post]
28 Mar 2010, 8:01 pm
Coincidentally Structured Asset Funding's website has been disabled at the time of this writing. [read post]
16 Nov 2015, 2:14 am
As my documented history of commentary discloses, I am no fan of mandatory arbitration -- be that the kind which is foisted upon public customers or upon industry participants. [read post]
14 Nov 2012, 12:56 pm
If you don’t have an insurable interest, a nearly awesome product known as a Private Place Variable Annuity is available. [read post]
19 Jun 2013, 3:14 pm
All other mutual funds, stocks, bonds, and other securities shall be appraised pursuant to Sections 8902 to 8909, inclusive. [read post]
