Search for: "Annuity Fund"
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19 Jul 2009, 3:53 pm
He might have set up a charitable remainder trust, which would have created an annuity for the widow and then left the remaining funds to charity without any estate tax. [read post]
15 Apr 2009, 11:53 am
* Give 15% of your income to Social Security, or use that money to buy annuities from a diverse portfolio of insurance companies? [read post]
31 Mar 2015, 9:07 am
Consider an immediate annuity can be a smart method of converting part of nest egg into a safe stream of income resembling a pension. [read post]
1 Dec 2010, 2:48 am
Transamerica Annuity Service Corp., 23 Misc.3d 1111(A), 885 N.Y.S.2d 712 (N.Y. [read post]
6 Sep 2014, 7:51 am
The attorneys at Gana LLP are experienced in representing investors in securities litigation matters concerning variable annuities and VULs. [read post]
26 Sep 2012, 8:20 pm
Regarding asset class exposure, OECD researchers note that pension funds' allocation to "public equities declined significantly compared to past years. [read post]
4 Feb 2022, 2:44 am
Liability insurance provides a source of funds to pay legal fees as well as settlements or judgments. [read post]
18 Mar 2019, 12:33 pm
Other than one $75,000 annuity purchase, Gallagher allegedly purchased no assets in any of the five categories and no other assets to back the promised returns. the SEC notes. [read post]
15 Feb 2012, 2:02 am
That removes the funds from the estate because of the exclusion for life insurance proceeds. [read post]
4 Aug 2009, 6:05 am
" "MCC's funding source, XE Capital, has been described elsewhere as a 'hedge fund' that invests in life settlements. [read post]
22 Sep 2008, 7:49 pm
Fiduciaries should also know about the protections plan assets should have from creditors of insurance companies offering 401(k) plans under group annuities. [read post]
10 Aug 2007, 3:00 am
And Annuity Co. v. [read post]
21 Oct 2021, 12:36 am
According to the Ohio Times citing Simpson’s FINRA Broker report, 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]
31 Jul 2007, 8:52 pm
No special degree is needed, in fact, not even a high school diploma is required to become licensed as a stockbroker, mutual fund or annuity salesperson. [read post]
21 Oct 2009, 2:54 pm
Is the person's will or trust up to date and fully funded? [read post]
24 Mar 2008, 9:30 am
This can lead to decision paralysis or dissipation of the funds through impulsive decisions. [read post]
18 Mar 2019, 11:17 am
The findings stated that Pevey solicited investors to purchase promissory notes relating to a purported real-estate investment fund. [read post]
17 Oct 2023, 6:55 am
He sent a considerable amount of these funds to offshore accounts. [read post]
7 Apr 2015, 7:08 pm
International taxpayers without a U.S. bank account are allowed to transfer funds from their foreign bank account directly to the Internal Revenue Service (IRS) to pay their taxes. [read post]
5 Mar 2019, 12:47 pm
According to the SEC, during a 14 year period, from 2003 to 2017, Schmidt allegedly made 62 unauthorized sales and withdrawals from variable annuities held by customers, totaling over $927,000, purportedly transferring the funds without their knowledge by using fraudulent letters of authorization as well as allegedly issuing false account statements. [read post]
