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23 Dec 2010, 8:19 am by David Cosgrove
” Investment advisors employed by insurance companies that recommend switches in pre-existing brokerage accounts or unlicensed recommendations to liquidate securities in order to fund annuities should pay heed to this remarkable case. [read post]
14 Dec 2010, 12:25 pm by Robert Berg
  Investment choices within plans can run the gamut from  mutual funds, variable annuities, individual stocks, bonds, money markets, pooled Guaranteed Investment Contract (GIC) funds to company stock, among others. [read post]
14 Dec 2010, 11:38 am by Conor McEvily
Policemen’s Annuity and Benefit Fund of ChicagoDocket: 10-649Issue(s): 1) Whether a plaintiff, invoking the efficient market theory to avoid having to prove reliance on a misrepresented stock price that caused him loss, is barred from trying to prove loss causation based on a decline in price that happened weeks or months after a corrective disclosure, rather than immediately after the disclosure; and 2) whether a plaintiff may treat an analyst's report that synthesizes… [read post]
9 Dec 2010, 1:51 pm by Robert C. Adamski, Attorney at Law
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]
3 Dec 2010, 8:11 am by MBA
” He believes that “companies need to keep an eye on funding levels, their investment strategy to manage the assets and liabilities in the plan, numerous procedural steps and documentation requirements around preparing a plan for termination, and interest rates, which impact the cost of purchasing an annuity to liquidate and offload the plan. [read post]
1 Dec 2010, 3:04 pm by The LBN Team
Cohan tells Annuity News Now about a three year Federal insider trading investigation. [read post]
19 Nov 2010, 3:01 pm
• What are the rules when dealing with target date funds, fixed-return investments, annuities, and employer securities? [read post]
19 Nov 2010, 6:40 am by McNabb Ferrari, P.C.
The Information alleges that from September 1999 through September 2009, approximately 121 annuity payments totaling $314,744 were sent by electronic funds transfers into the account Hammack controlled. [read post]
19 Nov 2010, 6:40 am by McNabb Ferrari, P.C.
The Information alleges that from September 1999 through September 2009, approximately 121 annuity payments totaling $314,744 were sent by electronic funds transfers into the account Hammack controlled. [read post]
15 Nov 2010, 10:26 am
Section 8124(b)(1)(ix), any retirement or annuity fund provided for under, among others, section 401(a) or 408 of the Internal Revenue Code, is exempt from execution or attachment on a judgment. [read post]
13 Nov 2010, 11:59 am by Mark S. Humphreys
The election form explained Glenda's group life insurance options: (1) "CONTINUE MY GUL COVERAGE," (2) "ELECT A PAID-UP BENEFIT," (3) "ELECT A METLIFE ANNUITY," or (4) "SURRENDER YOUR COVERAGE & RECEIVE YOUR CASH FUND BALANCE. [read post]
8 Nov 2010, 10:53 am by brooks
  At that point, the child can petition for all the funds to be released. [read post]
31 Oct 2010, 8:34 am by Moderator
The transfer of unmovable property, titles, certificates of deposits, assets, funds, securities or shares carried out by reason of the fulfillment of the objectives of the foundation or the termination of the same, in favor of relatives within the first degree of consanguinity or the spouse of the Founder shall also be exempted from all Panama taxes.Among the most important uses of the Panamanian Private Foundations we find:Family and family office support For Tax purposes For the… [read post]
29 Oct 2010, 3:07 pm by The Settlement Channel
  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, 3:07 pm by The Settlement Channel
  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 by The LBN Team
  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, 7:05 am by On the Net
  Called a grantor-retained annuity trust, or GRAT, it allows people to give a portion of an asset’s future profits to heirs tax-free. [read post]