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25 Nov 2018, 5:48 pm
Your 401k-type plan funds, which are not subject to the Iowa laws, do not have your ex-spouse revoked as a beneficiary. [read post]
5 Aug 2022, 6:33 am
When the court orders one parent to pay the other parent child support, those funds are meant to cover the basic living expenses of their child. [read post]
Hiding Money or Income Offshore Among the “Dirty Dozen” List of Tax Scams for the 2015 Filing Season
28 Jan 2015, 10:56 am
Others have employed foreign trusts, employee-leasing schemes, private annuities or insurance plans for the same purpose.The IRS uses information gained from its investigations to pursue taxpayers with undeclared accounts, as well as the banks and bankers suspected of helping clients hide their assets overseas. [read post]
17 Apr 2015, 5:23 pm
Contact a wrongful death attorney in Warminster to help you figure out how to allocate funds so that you have enough money to pay comfortably needs like funeral expenses and lost income.Filing a Claim with the Life Insurance CompanyBenefits under a life insurance policy are paid upon the death of the policyholder. [read post]
17 Sep 2013, 9:35 pm
Tomorrow the defendants are likely to argue that a "pension" is commonly understood as an annuity - a fixed sum paid from protected funds which is set at the time of retirement based on factors like the retiree's final pay and years of service. [read post]
4 Feb 2015, 8:03 am
Everyone has heard to story about elderly Americans being placed into costly annuities or bad insurance products. [read post]
29 Nov 2015, 8:49 am
For example, life insurance and annuities typically have a beneficiary. [read post]
12 Nov 2021, 7:14 am
Lee summarized the instances where Regulation BI requires conflict mitigation, such as when an associated person might put their interest ahead of a customer’s interest, or a broker-dealer or associated person might put their interest ahead of a customer’s interest due to limits on a fund’s product menu, although she noted that the final rule does not require all conflicts to be mitigated.Lee closed by noting that Regulation BI diverges from aspects of the NAIC model… [read post]
1 Dec 2020, 11:11 am
Kitts allegedly stole $3,000,000 from her clients by purportedly forging their signatures on withdrawal requests from variable annuities, forging signatures to wire funds from client brokerage accounts, and misleading clients into withdrawing funds to make fake tax payments. [read post]
14 Apr 2009, 11:21 am
Brokers said they were pushed hard to sell Fidelity's own life insurance products, particularly annuities, and Portfolio Advisory Services, a program managed by a Fidelity-run registered investment adviser that invests in Fidelity mutual funds or a mix of proprietary and external mutual funds. [read post]
15 Oct 2019, 9:13 am
According to FINRA, Erickson purportedly transferred all of the funds held by 57 customers across 86 variable annuity contracts to a money market sub-account in an effort to protect customers’ account value, because he allegedly anticipated an imminent market downturn, according to FINRA. [read post]
11 Dec 2015, 3:13 pm
A Power of Attorney for Property includes many speficially referenced powers. 1) Real Estate Transactions – allowing the agent to buy, sell, exchange, rent and lease real estate 2) Financial Institution Transactions – allowing the agent to open, close, continue and control all accounts and deposits in any type of financial institution including banks, trust companies, saving and loan associations, credit unions and brokerage firms 3) Stock and Bond Transactions – allowing the… [read post]
7 Oct 2008, 8:48 pm
It's lengthy but you'll learn some things about the company, your congress, solvency funds and how this mess occured. [read post]
19 Nov 2018, 9:50 am
According to the SEC, the brokers sold approximately 200 variable annuities with a total face value of approximately $40 million to federal employees, who used rollover money from their plans to fund the purchases. [read post]
15 Jan 2010, 6:50 am
The standard categories of powers that a principal can give his agent are: 1) Real Estate Transactions - allowing the agent to buy, sell, exchange, rent and lease real estate 2) Financial Institution Transactions - allowing the agent to open, close, continue and control all accounts and deposits in any type of financial institution including banks, trust companies, saving and loan associations, credit unions and brokerage firms 3) Stock and Bond Transactions - allowing the agent to buy and sell all… [read post]
9 Sep 2011, 2:40 pm
Bank VP admits stealing from trust fund, annuity – by Andy Marso A former vice president of Baltimore-based Harbor Financial Services Inc. admitted he stole more than $800,000 from the trust fund of a child with cerebral palsy and the annuity of an 85-year-old dementia sufferer. [read post]
29 Aug 2011, 3:00 am
As many readers already know, a GRAT works like a trust turned annuity. [read post]
23 Aug 2011, 3:13 am
Sapir, the standing Chapter 13 Trustee for the Southern District of New York. ** A retirement system member’s retirement allowance consists of two parts: an annuity portion funded by the employee’s contributions to the system and a pension portion underwritten by employer contributions to the system. [read post]
28 Apr 2009, 7:21 pm
Download Forge Pay Per Click-Structured Annuity Buyer 9202006 and Download Forge Pay Per Click-Google-Structured Annuity Buyer 9212006 A principal of that firm is membership chairman of NSSTA. [read post]
17 Oct 2009, 6:01 pm
I think most settlement consultants get that it's not all about the annuity, but I think this is an important topic. [read post]
