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29 Oct 2014, 11:00 am
You may have made a giant estate planning mistake without even knowing it — forgetting to update the names of your beneficiaries for your employer-sponsored retirement plans, IRAs, life insurance policies, mutual funds, bank accounts, brokerage accounts, annuities and 529 college savings plans. [read post]
13 May 2016, 6:46 am
Galanis then acquired two investment advisory firms and installed officers to arrange the purchase of $43 million in bonds using clients’ funds. [read post]
29 Mar 2023, 5:49 am
Barry Barnett CFPB survives constitutional assault. https://www.ca2.uscourts.gov/decisions/isysquery/f8a2f690-f348-466c-b577-877fd2ba1772/3/doc/20-3471_opn.pdf Mass-tort law firm broke oral contract to pay farmer to “sign up clients” who grew Syngenta corn. http://media.ca8.uscourts.gov/opndir/23/03/221567P.pdf Views of pain-treatment experts didn’t libel product they opined about. https://www2.ca3.uscourts.gov/opinarch/221411p.pdf ERISA allowed claims that… [read post]
6 Jul 2009, 8:37 pm
Structured settlements that are funded with annuities can at best provide a fixed increase that must be determined when the structure is created, compounding annually. [read post]
31 Oct 2008, 4:44 am
Sack Dance" on AIG by "The Few and The Disgruntled" Annuity Brokers is Downgraded to "Hacky Sack" October 9, 2008 [read post]
23 Oct 2007, 5:46 pm
"Brokers can work for years developing relationships with investors but are then helpless to protect even their family and friends from those assigned to their accounts," says Guardian's Founder Jerrod Summers, adding that "Guardian was built as a 'safe harbor' for investors - free of widely publicized conflicts at brokerage firms such as tainted research, commission churning and high-load funds, annuities and other products. [read post]
16 Aug 2017, 8:27 am
Galvin’s statement, “Institutional brokers are responsible for placing millions of dollars of average investors’ life savings in their employers’ pension plans, as well as in mutual funds and variable annuities. [read post]
22 Feb 2021, 6:34 pm
In addition, the total amount of any subsidy should not exceed 50% of the official fees paid (excluding annuities) for obtaining the patent, and should only be reimbursed after the patent is granted. [read post]
22 Sep 2011, 10:13 am
For most small applicants, spending time to raise funds or obtain a licensee now runs the risk of losing priority to an earlier-filed application. [read post]
11 Oct 2016, 11:00 pm
A simple pet trust with few terms and funded solely with cash could be set up in a single appointment with your estate planning attorney. [read post]
8 Feb 2012, 8:13 am
With that investment-grade rating, they were able to attract the money of pension funds, in this case the Teachers Insurance and Annuity Fund. [read post]
13 Sep 2017, 12:17 pm
By using another proven asset protection technique, such as the purchase of an annuity, funds can be made available to pay for nursing care during a period when Medicaid is unavailable, thereby preserving the gift. [read post]
23 Sep 2010, 8:05 pm
With more and more individual investors seeking to do what had been the province of the hedge funds and large institutional investors (like insurance companies), together with questions of the applicability as a solution for funding parts of tort victim's needs, it is important that buyers representatives, buyers, attorneys, advisors and others have an appropriate level of understanding. [read post]
8 Jan 2008, 1:35 pm
Wonder what annuity issuer was being used or if this was an arbitrary number? [read post]
16 Jun 2015, 6:46 am
Complex securities include, but are not limited to equity-indexed annuities, leveraged and inverse-leveraged exchange traded funds, reverse convertibles, alternative mutual funds, exchange traded products, and structured notes. [read post]
7 Aug 2013, 2:31 pm
You or a non-charitable beneficiary that you choose receives annuity payments from the trust for a term that you decide upon. [read post]
20 Aug 2011, 9:45 am
In the event that the policy holder requires long-term care, the funds come from the other component(s). [read post]
25 Sep 2020, 2:00 am
While this will only affect employers that help facilitate 529 plans, it represents another big change.401(k) plans can now offer annuities without employer fear of legal liability if the provider cannot meet annuity obligations.There’s a new tax credit available for small business owners who start a retirement plan for employees. [read post]
24 Oct 2009, 2:50 pm
More to follow on McCoy's presentation on the Increasing Payment Charitable Lead Annuity Trust. [read post]
8 Feb 2012, 2:20 pm
Security Types Involved in Arbitration Cases Type of Security* 2007 2008 2009 2010 December 2011 Corporate Bonds 71 163 373 239 179 Certificates of Deposit 16 31 71 41 31 Mutual Funds 395 1,069 1,556 863 652 Options 110 149 275 161 161 Common Stock 790 773 1,367 862 838 Limited Partnerships 19 33 73 80 104 Annuities 243 236 300 208 172 Preferred Stock 26 115 481 232 197 Variable Annuities** 47 300 279 212 Derivative Securities** 801… [read post]
