Search for: "Insured Index Plus Trust"
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20 Mar 2019, 10:00 am
In the second half of the show, Victor compares and contrasts index and mutual funds. [read post]
24 Aug 2011, 11:00 am
Plus, our trust fund would still be insolvent and increasingly susceptible to another recession. [read post]
28 Sep 2023, 6:56 am
Specifically, it is alleged that it made false and misleading statements and engaged in conduct liable to mislead the public in representing that all securities in the Vanguard Ethically Conscious Global Aggregate Bond Index (Index) were screened against certain ESG criteria. [read post]
13 Nov 2023, 5:05 am
The Piatigorsky Trust sought $1.5 million in damages. [read post]
4 May 2019, 12:39 pm
In addition, although the card agreement states that Citibank may increase the annual percentage rates on all balances to a default rate of up to 19.99% plus the applicable prime rate, nothing in the evidence establishes what the applicable prime rate was for the relevant time periods on the statements. [read post]
18 Aug 2022, 5:21 am
., an insurance company based in Bermuda, reportedly offered insurance products as well as other fixed and variable-rate annuity type investments, such as the following: Global Index Product Global Interest Accumulator Global Advantage Plus Series Global VIP Elite Global Advantage Select These products have reportedly been sold through U.S. registered investment advisors and broker-dealers to overseas investors. [read post]
17 Sep 2017, 7:30 pm
Ambac Assurance Corporation is expected to issue a note guaranty insurance policy in conjunction with the notes to be issued by each trust. [read post]
12 Jun 2018, 9:14 am
The Short-run Financial Issue, and the Sad Truth About the Trust Funds OASDI is the combined Old Age and Survivors Insurance program, OASI, and the Disability Insurance program, DI. [read post]
6 Nov 2007, 10:26 am
According to Friedman:The equity-indexed annuities are sold through "independent insurance agents"; Many of these insurance agents:Promote their professional expertise with:Bogus credentials (example: "Certified Estate Planning Specialist") resulting from a one or two day "certification program"; and Assurances that state insurance departments regulate insurance sales practices - which, according to… [read post]
26 Dec 2016, 9:13 am
The exemption amount will be $5 million per individual in 2011 and was indexed to inflation in 2012 to $5,120,000,. [read post]
2 Oct 2007, 7:15 am
If the artwork has appreciated above the basis of the work in the hands of the donee/child (or trust), if and when the child (or the trust) sells the artwork, a 28% federal capital gains tax liability (plus any state taxes) would be incurred on the gain. [read post]
30 Sep 2016, 2:45 pm
Make sure you update all the legal agreements and accounts you have set up during the course of your marriage, especially wills, trusts, powers of attorney and beneficiary designations for retirement accounts and life insurance. [read post]
31 Jan 2013, 7:27 pm
How to avoid NJ Estate Tax- hire an attorney to set up a personal residence trust or irrevocable trust and have the assets taken out of your name and put into a trust or given to children and grandchildren in the trust. [read post]
8 Jan 2014, 4:41 am
How to avoid NJ Estate Tax- hire an attorney to set up a personal residence trust or irrevocable trust and have the assets taken out of your name and put into a trust or given to children and grandchildren in the trust. [read post]
31 Jan 2013, 7:22 pm
How to avoid NJ Estate Tax- hire an attorney to set up a personal residence trust or irrevocable trust and have the assets taken out of your name and put into a trust or given to children and grandchildren in the trust. [read post]
25 Jan 2014, 8:58 am
How to avoid NJ Estate Tax- hire an attorney to set up a personal residence trust or irrevocable trust and have the assets taken out of your name and put into a trust or given to children and grandchildren in the trust. [read post]
13 Jun 2011, 6:42 am
Prieto and Denehy introduced a product called "The Settlement Asset Management Trust (SAM trust) with Enhanced Structured Income (ESI)" which is essentially an irrevocable spendthrift trust generating level monthly income payments for durations of 10-30 years plus access to discretionary distributions. [read post]
6 Jun 2022, 6:30 pm
Usually, that emotion has to do with the relationship and the breach of “trust. [read post]
18 Feb 2016, 11:17 am
This number is indexed for inflation.EXCEPTION: The maximum amount does not apply if the home is occupied by:spousechild under age 21child who is blind or permanently and totally disabled4.1.2. [read post]
30 Jan 2017, 4:39 pm
This number is indexed for inflation.EXCEPTION: The maximum amount does not apply if the home is occupied by:spousechild under age 21child who is blind or permanently and totally disabled4.1.2. [read post]
