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30 Jun 2012, 9:22 am
One scam that was described involved convincing older adults to transfer a hefty portion of their savings into a deferred annuity. [read post]
18 Jun 2016, 4:53 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]
9 Dec 2011, 8:27 pm
Read The Pending Legislation: S-3123 "This bill replaces the accidental disability benefit available to members of the Teachers’ Pension and Annuity Fund (TPAF), the Public Employees’ Retirement System (PERS), the Police and Firemen’s Retirement System (PFRS) and the State Police Retirement System (SPRS) with a new work-related disability benefit that is the same as the TPAF, PERS, PFRS and SPRS ordinary disability benefit of 1½% of compensation for… [read post]
8 Sep 2011, 3:28 pm
Estate assets may also be in the form of life insurance, annuities and retirement funds. [read post]
28 Feb 2022, 1:01 pm
The bill would specifically prevent the state from investing pension or annuity funds in companies engaging in financial activities in Russia, and would prohibit the state from banking with institutions that provide banking services for Russia. [read post]
‘Hibernation’ Approach Recommended by Mercer to Wait Out High Demand for DB Plan Derisking Transfers
17 Jul 2018, 2:00 am
” “[W]e also foresee a parallel growth in those fully funding and winding down their plans on balance sheets over time,” the firm said. [read post]
26 Oct 2011, 6:10 am
The SEC also accused the firm's compliance director with failing to enforce the supervisory procedures in an unrelated incident.According to the settlement agreements, the president allowed 16,000 annuity and mutual fund account applications to be transfered to the Sales Manager's new firm. [read post]
18 Jun 2016, 4:53 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]
24 Mar 2009, 8:20 pm
You need to be sure that he will help you secure a reliable buyer who will give you the right value for your settlement"Comments: A structured settlement broker is an individual possessing specific expertise, and one or more state insurance licenses, who places structured settlement annuities, or other "qualified funding assets" when a structured settlement is part of the resolution of a claim or litigation. [read post]
7 Jul 2012, 7:43 pm
That opinion is captioned Settlement Funding/Peachtree Settlement Services Corp. v. [read post]
11 Jul 2022, 8:56 am
McDonald Partners LLC (CRD #135414), a broker-dealer based in Cleveland, Ohio, reportedly engages in a general securities business, including the sales of equity securities, mutual funds, variable annuities, and private placements. [read post]
28 Apr 2014, 8:17 am
The firm’s primary lines of business include investment banking, private placements, mutual funds, and variable life insurance or annuities. [read post]
17 Dec 2006, 11:29 am
Novation Capital IS NOT appointed with any structured settlement annuity market for the funding of structured settlements. [read post]
7 Nov 2011, 8:10 am
Charities can be provided for through use of a charitable remainder annuity trust. [read post]
2 Jan 2013, 11:00 am
Over time, more risky investments like stocks and mutual funds should be moved into safe and stable investments such as annuities. [read post]
5 Jun 2011, 3:53 pm
Financial accounts include bank accounts, securities, commodity futures, options accounts, insurance policies with cash values, annuities, mutual funds or other types of financial accounts in a foreign country that exceed $10,000 in total value at any time during the calendar year. [read post]
24 Mar 2008, 12:26 pm
What this means is that checking and savings accounts, stocks, bonds, mutual funds, IRAs, 401(k)s, 403(b)s and trust assets are all counted towards the asset test. [read post]
3 Apr 2017, 10:00 am
Your spouse had to pay avoidable taxes on these funds. [read post]
20 Apr 2012, 6:00 am
If there is a doubt whether it should be included, it is probably a good idea to speak with your attorney about the matter, and they will be able to advise you more specifically where the property should be included in the petition.The bankruptcy schedules require Debtors to disclose personal property, such as vehicles, furniture, household goods, jewelry, wedding rings, bank accounts and the money in those accounts, cash on hand, retirements funds, annuities, stocks, tools… [read post]
9 Sep 2009, 10:03 am
S2P2J Release 47 will also feature expanded commentary for: Structured settlement public policy; Single claimant Qualified Settlement Funds (QSFs); and Secondary market developments. [read post]
