Search for: "Annuity Fund"
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23 Feb 2009, 12:56 pm
Qualified settlement funds (QSFs)? [read post]
9 Dec 2010, 1:51 pm
The trust is funded with the assets for the benefit of your beneficiaries and you receive yearly annuity payments during the term of the trust; any appreciation past a certain threshold passes on free of gift or estate tax. [read post]
14 Jun 2010, 10:02 am
In my next broadcast I will outline how Life income annuities, period certain annuities and several different types of savings or deferred annuity products can be combined to provide guaranteed income now, plus hedge against future interest rate spikes as well. [read post]
26 Dec 2019, 9:15 am
This statement must include an illustration of the amount of money that a participant could receive each month if the 401(k) account balance were used to purchase an annuity. [read post]
31 Aug 2012, 9:44 am
The other alternative product is a variable annuity contract. [read post]
13 Sep 2018, 6:30 am
Congress has established specialized annuity contracts to meet the special needs of injured people, and to address the concern that too many people spend their money quickly. [read post]
11 Jul 2005, 1:26 pm
Under UGMA, investments were generally limited to money, securities, life insurance, and annuity contracts, although some states allowed investments in other assets. [read post]
22 May 2019, 9:04 am
Some firms go as far as to create methods to verify the source of funds for variable annuity transactions. [read post]
9 Jan 2011, 4:16 pm
Hartford's affiliated life company stopped selling structured settlement annuities in 2009. [read post]
9 Oct 2019, 6:43 am
The complaint alleged that the advisor recommended that a customer surrender her fixed annuity and invest the proceeds in a bond fund. [read post]
18 Mar 2012, 8:35 pm
Although it is difficult, even for Bing, to specifically define the NYLB, it is not a taxpayer funded state agency. [read post]
28 Aug 2011, 10:48 am
In most states, assessments by guaranty associations relating to annuities are primarily associated with the allocated annuity account. [read post]
17 Jul 2007, 7:41 am
The first option is to have set up a 468b Qualified Settlement Fund out of which payments are to be paid by the various defendants in a case. [read post]
21 Feb 2010, 11:49 am
Government obligation) must be used to fund the payments". [read post]
21 May 2021, 9:35 am
Broker Dain Farrell Stokes allegedly did not use the funds for any investment, instead he allegedly misappropriated a portion of the funds for personal expenses and sent the rest of the funds to various people and entities all over the United States, as stated in the SEC’s Order. [read post]
20 Sep 2021, 7:16 am
In his suit, Woods and his associates telephoned the financial planning clients and told them client that they were annuity experts and that they should sell their annuities to invest in the Horizon fund. [read post]
21 May 2021, 9:35 am
Broker Dain Farrell Stokes allegedly did not use the funds for any investment, instead he allegedly misappropriated a portion of the funds for personal expenses and sent the rest of the funds to various people and entities all over the United States, as stated in the SEC’s Order. [read post]
18 May 2007, 7:02 pm
This form of survivor annuity is payable after the death of a retiree. [read post]
24 Feb 2014, 3:07 am
This means the bank gets first bite at your life assurance proceeds.Praven Subbramoney, head of product and sales at First National Bank (FNB), says policies that the bank will not accept (for ceding) include retirement annuities, endowment plans, pension plans, provident funds, retrenchment- and/or disability-only policies, and group life assurance cover.When choosing life cover, you need the best cover that you can afford and should consider insurance that will cover your loan in… [read post]
29 Jun 2022, 6:15 am
They also cannot request the payment of retirement benefits or other annuity payments without the written consent of the other spouse or a court order. [read post]
