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7 Oct 2010, 11:23 am
This lie went so far that structured settlement professionals working for casualty companies would refuse to verify the cost of the annuity that funded the plaintiffs benefits on the grounds that, “ If we tell you the cost the IRS might say you are on constructive receipt of the money and take away your tax benefit. [read post]
23 Sep 2015, 6:30 am
Buy an Annuity. [read post]
10 Nov 2008, 9:28 pm
Part of a structured settlement transaction involves the placement of a structured settlement annuity contract or alternative periodic payment funding mechanism described under IRC 130(d). [read post]
15 Nov 2019, 11:32 am
He was alleged to have sold an unsuitable annuity in May 2006 to a client. [read post]
15 Nov 2019, 11:32 am
He was alleged to have sold an unsuitable annuity in May 2006 to a client. [read post]
7 Aug 2010, 12:25 pm
Ergo...Download Opinion About Use of LIGCNY in Solicitation of Structured Settlement Annuities 1-26-2009. [read post]
17 Nov 2020, 3:26 am
Tarjanyi received another customer dispute filed in February 2019, alleging unsuitability of annuities, claiming the annuities had a ten-year surrender schedule and maturity dates were inappropriate for their needs and living expenses. [read post]
17 Nov 2020, 3:26 am
Tarjanyi received another customer dispute filed in February 2019, alleging unsuitability of annuities, claiming the annuities had a ten-year surrender schedule and maturity dates were inappropriate for their needs and living expenses. [read post]
4 Mar 2021, 12:24 pm
Further, FINRA said that Patatian had the customers surrender variable annuities, in order to fund some of the purchases, which reportedly triggered taxes and fees and he also purportedly recommended unsuitable variable annuity exchanges. [read post]
4 Mar 2021, 12:24 pm
Further, FINRA said that Patatian had the customers surrender variable annuities, in order to fund some of the purchases, which reportedly triggered taxes and fees and he also purportedly recommended unsuitable variable annuity exchanges. [read post]
27 Mar 2011, 12:32 pm
In addition, the CMS WCMSA memoranda create both an advantage and a problem for using structured settlements to fund WCMSAs: October 15, 2004 Memorandum - CMS sets forth a "set-off" method for calculating present value that establishes an inherent cost advantage for annuity funding as opposed to lump sum funding for many WCMSAs. [read post]
8 Apr 2008, 9:53 pm
The clause read,Should either of my children become incapacitated due to illness or accident it is my instruction that my Trustee invest my incapacitated child's share of my estate into investments or a form of annuity. [read post]
6 Dec 2023, 8:58 am
Performance scenarios: In life annuities, should the sum of rents paid up to the period be considered in the minimum scenario? [read post]
8 Jun 2012, 7:57 am
” A retirement allowance consists of a “pension portion” determined by the employee’s final average salary and his or her “years of member service,” which is funded by employer contributions plus an “annuity portion” based on the actuarial value of the employee’s contributions, or contributions made on his or her behalf as of the date of his or her retirement. [read post]
18 Sep 2012, 12:33 pm
The factors used when making a determination under the "blended" rate are different that the factors used to calculate a "funding" interest rate because of the difference between short and long-term assumptions and rates for annuities. [read post]
10 Jul 2017, 3:00 am
Of course that will defeat the purpose of accessing the funds early as once they’re placed in an IRA you’ll have to wait until you turn 59½ to access the funds. [read post]
3 May 2012, 6:37 pm
Because the VA benefits had been invested in securities, mutual funds, and annuities, and were described by husband as his “retirement account,” they were converted into permanent investments, thereby losing their exempt status. [read post]
28 Jan 2022, 3:50 pm
The employees alleged that the trustees of the plans breached their fiduciary duty to the participants by “(1) failing to monitor and control recordkeeping fees, resulting in unreasonably high costs to plan participants; (2) offering mutual funds and annuities in the form of “retail” share classes that carried higher fees than those charged for otherwise identical share classes (institutional share class) of the same investments; and (3) offering investment… [read post]
21 Dec 2007, 9:53 pm
Conceptually, through the online exchange, funding firms compete in a efficent way for all participants. [read post]
13 Dec 2011, 3:00 am
They are most often involved in IRAs, annuities, and insurance policies. [read post]
