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4 Mar 2024, 5:36 pm
Promising to give her trustworthy financial advice, they then allegedly unsuitably recommended the couple place a substantial portion of their funds in a “very safe” CB Life annuity. [read post]
4 Mar 2024, 9:16 am
In this case, parents can still pursue such claims, but they need court approval to do so, and funds may be held in a restricted bank account or annuity (from which necessary and reasonable withdrawals can only be made for the child’s benefit). [read post]
21 Feb 2024, 9:06 am
Many will designate a donor advised fund as the charitable beneficiary to allow the grantor’s heirs or other designee to select a benefiting charity. [read post]
15 Feb 2024, 7:58 am
Sometimes, an employer or workers’ compensation insurer will purchase an annuity from an insurance company to fund the structured settlement. [read post]
2 Feb 2024, 11:33 am
Some community spouses can keep everything without needing an annuity or a promissory note, and can end up being in a much better financial position without an annuity or a promissory note, due to the other upper layer of MassHealth law that protects income for the community spouse. [read post]
31 Jan 2024, 9:01 pm
Plaintiffs asserted securities class actions at elevated levels in 2023 — a sign that filings will remain high in the year ahead. [read post]
26 Jan 2024, 1:40 pm
Voya recommended higher-cost mutual fund share classes, failed to disclose revenue sharing with its clearing broker, and directed clients to invest in money market funds that paid more revenue sharing while providing lower investment yields. [read post]
26 Jan 2024, 9:18 am
Retirement Accounts Retirement accounts such as 401(k)s, IRAs, 403(b)s, and qualified annuities should not be transferred into a trust because a trust is a separate legal entity. [read post]
25 Jan 2024, 11:58 am
You may not transfer funds from US-based pre-tax accounts such as traditional 401(k)s or traditional IRAs into a UK pension since that would result in you not paying taxes on that income at any point. [read post]
24 Jan 2024, 1:47 pm
Improper Variable Annuities Sales to Elderly Clients March 2012 – Cadaret, Grant & Co. was fined $200,000 by FINRA and ordered to provide restitution to investors for the improper sale of variable annuities to elderly clients. [read post]
19 Jan 2024, 10:24 am
For example, you can use a beneficiary designation to ensure the proceeds of a life insurance policy or annuity get paid to your heirs or your trust. [read post]
14 Jan 2024, 10:02 am
Investment Assets: Bonds, stocks, mutual funds, annuities, time deposits, IRAs, and 401ks are examples of investment assets that must be included in this section of Form 433-A. [read post]
5 Jan 2024, 12:16 pm
These funds can be allocated among various subaccounts, which are similar to mutual funds and can consist of stocks, bonds, or other investments. [read post]
4 Jan 2024, 9:05 pm
FSOC reviewed bank capital and profitability, liquidity and funding and credit risks, concluding that increases in funding costs, deposit outflows and declines in lending volumes could affect bank profitability, and commercial real estate portfolios in regional banks may be sources of financial stability risk. [read post]
22 Dec 2023, 2:30 am
A pour-over will is a safety net in case you have any assets not funded into your trust. [read post]
20 Dec 2023, 11:33 am
If the Dodgers were to put that $297 million into an annuity to be paid directly to Ohtani, the annuity would likely belong to Ohtani – no matter whether the Dodgers filed bankruptcy and even though the Dodgers funded the annuity. [read post]
15 Dec 2023, 9:00 am
Imagine walking a tightrope. [read post]
6 Dec 2023, 8:58 am
Performance scenarios: In life annuities, should the sum of rents paid up to the period be considered in the minimum scenario? [read post]
30 Nov 2023, 9:55 am
See also: Variable Annuity Switching How Does Mutual Fund Switching Work? [read post]
28 Nov 2023, 3:48 am
The PRA notes that in recent years there has been an increase in the use of funded reinsurance arrangements in the UK life insurance market to support bulk purchase annuity (BPA) business. [read post]
