Search for: "Annuity Fund"
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17 Jun 2009, 4:00 am
The plan can be funded solely through annuity contracts issued by an insurance company or custodial account held by a bank. [read post]
24 Sep 2021, 11:30 am
The Ohio Times also cited Simpson’s FINRA Broker report, which says that Simpson was reportedly allowed to resign in August “during an investigation into a customer complaint about alleged misappropriation of customer funds and doubts about the suitability of an indexed annuity sold outside the company. [read post]
8 Sep 2011, 2:06 pm
Many recently widowed have fallen victim to salespeople who make disingenuous promises while trying to sell investments, like annuities. [read post]
10 Mar 2014, 8:13 am
., rolled over) into a qualifying IRA, individual retirement annuity, or retirement plan not later than the 60th day after the day on which the payee or distributee receives the distribution. [read post]
31 Mar 2010, 8:51 am
In addition, the insurance company will make changes to its plan documents, group annuity contracts, and funding agreements; and provide additional revenue sharing disclosures to current and future plan sponsors and participants I'll let the ERISA attorneys out there comment on the significance of this settlement in what the retirement plan industry calls the "401(k) Space". [read post]
17 Sep 2012, 10:23 am
Through the use of a home equity line of credit or a reverse mortgage, a sum of money can become available to fund an immediate annuity to create an income stream to provide care. [read post]
30 Dec 2022, 5:00 am
The recipient might be named as Beneficiary under someone else’s life insurance, annuity, or other asset. [read post]
25 Sep 2018, 10:59 am
Schmidt purportedly made unauthorized sales and withdrawals from his clients’ variable annuities accounts, secretly transferring funds using fraudulent letters of authorization, and issuing fake account statements. [read post]
26 May 2024, 6:00 pm
When the policyholder dies the funds usually are distributed to the surviving spouse. [read post]
16 Nov 2009, 8:47 am
A desperate need by plaintiffs to reduce debt and pay off bills eliminating funds that would previously be allocated to structures. [read post]
26 Mar 2014, 7:30 am
It includes property such as: real estate, including your home, rental properties or undeveloped lots vehicles, such as cars, boats, airplanes closely held business interests bank accounts, including checking, savings, money market and CDs investment accounts such as mutual funds stocks and bonds money owed to you at the time of your death, such as loans you’ve made, wages and bonuses or commissions personal property, such as furniture, clothing, jewelry, antiques, silverware, china,… [read post]
26 Mar 2017, 3:09 pm
If you borrowed funds for business and personal use, you must allocate the debt accordingly. [read post]
11 Mar 2021, 7:44 am
If your spouse received a lump sum the beneficiaries of the remaining lump fund could be your children or could be a new spouse. [read post]
28 Feb 2014, 4:46 am
Center Street sells variable life insurance and annuities, mutual funds, private placements, options, corporate equities, debt securities, U.S. government securities and municipal securities. [read post]
19 Jul 2019, 2:21 pm
” He also reportedly has an employment separation from JW Cole Financial noted from 2012 allegedly related to variable annuity exchanges, according to his broker report. [read post]
1 Dec 2009, 3:00 pm
McClaskey and his wife were also named as beneficiaries on the woman’s mutual fund and an IRA. [read post]
13 May 2014, 6:30 am
“Pet trusts” have a decidedly less serious ring about them than a “Grantor Retained Annuity Trust. [read post]
12 Jul 2012, 4:03 pm
[Note: This is also a good time to check all beneficiary designations, including life insurance and annuities.] [read post]
8 Sep 2008, 6:33 pm
" Bentzen replied "Bentzen Funding Solutions" "What area of law do you specialize in? [read post]
29 Dec 2012, 3:00 am
Over time, more risky investments like stocks and mutual funds should be moved into safe and stable investments such as annuities. [read post]
