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9 Apr 2010, 12:35 pm
Structured Settlement Taxable Equivalent Yield Chart and Net Taxable Yield Chart Structured settlements are funded with United States Treasury obligations, such as Treasury Inflation Protection Securities, or with special customizable annuities from major life insurance companies. [read post]
5 Feb 2007, 6:32 am
A person discussing investment opportunities in securities, such as stocks, bonds, mutual funds and variable annuities will have to hold one of the NASD Series. [read post]
15 Nov 2006, 6:35 pm
These stakeholders create the structured settlement funding in the context of resolving a personal injury claim.Secondary Market - The "secondary" structured settlement market consists of stakeholders involved in the transfer or sale/purchase (aka factoring) of structured settlement payment rights created by the primary market as part of a personal injury settlement or periodic payment judgment. [read post]
12 Dec 2011, 12:31 pm
On example of this type of request appeared in a judicial opinion from earlier this year, Settlement Funding/Peachtree Settlement Services Corp. v. [read post]
18 Jun 2014, 1:31 pm
These complaints involved the sale of leveraged and inverse ETFs, variable annuities, equipment leasing investments, and mutual funds. [read post]
6 Jul 2007, 6:11 pm
" Risk's current Structured Settlement newsletter also includes: A sequential analysis of IRC 468B Qualified Settlement Funds; A useful summary of the structured settlement annuity providers; plus An insightful, but now outdated, article about Murphy v. [read post]
23 May 2023, 9:42 am
” Corrado’s legislation, S-3798, permits a teacher or staff member that provides special services, such as a speech language specialist, who retired from the Teachers’ Pension and Annuity Fund (TPAF) to return to work full time in a position of critical need without being reenrolled in the TPAF if reemployment begins during the 2023-2024 school year. [read post]
22 Jun 2018, 2:31 pm
Merrill Lynch’s business conduct includes mutual fund retail, investment advisory services; retailing corporate equity securities; selling variable life insurance or annuities, along with other securities and non-securities transactions. [read post]
28 Apr 2020, 12:29 pm
Allegations include unsuitable annuities and excessive trading, among others. [read post]
16 May 2019, 10:53 am
The second dispute, filed on 11/23/2005, alleged misrepresentation regarding the purchase of a mutual fund. [read post]
7 Mar 2011, 3:53 pm
However, this trust must be funded for at least five years before the assets in the trust are fully protected. [read post]
22 Jun 2018, 2:31 pm
Merrill Lynch’s business conduct includes mutual fund retail, investment advisory services; retailing corporate equity securities; selling variable life insurance or annuities, along with other securities and non-securities transactions. [read post]
20 May 2010, 5:00 pm
FLSA: Different Tests for the "White Collar Exemptions" - Miami attorney Richard Tuschman of EpsteinBeckerGreen on the firm's Wage & Hour Defense Blog "For Any Reason or For No Reason" - The Language of an At-Will Employment Relationship - Hartford lawyer Daniel Schwartz of Pullman & Comley in his Connecticut Employment Law Blog The Insurance and Mutual Fund Industries' Curious Spittin' Match Over Annuities -… [read post]
24 Aug 2012, 5:05 pm
The notice was misleading because it reassured shortfall victims that a $100 million ELNY hardship fund had been created without fully disclosing limitations related to the hardship fund. [read post]
20 Nov 2008, 4:40 pm
Following up on our previous entry, this article will help our readers understand the criteria that must be met in order for a public employee to qualify for an ordinary or accidental disability pension within one of the following State pension systems, the Public Employees Retirement System, the Teachers Pension and Annuity Fund, the State Police Retirement System, and the Judicial Retirement System. [read post]
19 Mar 2009, 6:36 pm
Primary market challenges: IRC section 468B Qualified Settlement Funds (QSFs); The secondary market defined by IRC section 5891 and the state protection statutes; Successfully integrating structured settlement laws, processes and documentation with Social Security, Medicare and Medicaid; Surviving the current financial crisis without annuity provider insolvencies and/or payment defaults. [read post]
12 May 2016, 11:55 am
You are removing the value of your home from your estate for tax purposes when you fund the trust. [read post]
19 May 2017, 6:16 am
These should permit financial planners to have greater flexibility with investing their clients’ funds without the risk of loss to creditors or the severe investment limitations that are necessary to offer a reduced level of protection to their clients through annuities and life insurance options. [read post]
29 Oct 2010, 3:07 pm
You can even call for no payments for say 10 or 15 years, with payments starting thereafter as a way to fund your retirement. [read post]
29 Oct 2010, 3:05 pm
You can even call for no payments for say 10 or 15 years, with payments starting thereafter as a way to fund your retirement. [read post]
