A gift annuity program allows people to donate to a charity, take an immediate tax break and get an annual percentage of that gift back, depending on their age, for life, under a contract with the ...
Private placement life insurance and annuity programs, commonly referred to as PPLI, have quickly become a favorite strategy among ultra-wealthy investors seeking greater tax efficiency within ...
Private placement life insurance and annuity programs, commonly referred to as PPLI, have quickly become a favorite strategy among ultra-wealthy investors seeking greater tax efficiency within ...
The Escambia County Commission will seek outside financial expertise to determine whether the lucrative retirement plan in which three commissioners are enrolled is legal. After months of discussion — ...
Income earned in 2016 from the sale of annuities at bank holding companies rose 2.3 percent to $3.22 billion compared with 2015 as more large banks increased annuity programs, new research found. The ...
Q: Dear Rick: An annuity I purchased 10 years ago is maturing. I don’t need this money and I just want to keep it in an annuity. Currently, I have a fixed annuity and I plan to switch it into a ...
Escambia County Clerk and Comptroller Pam Childers hand-delivered a kindly worded, two-paragraph letter to Escambia County Commission Chairman Robert Bender on Friday that appears to be a 30-day ...
Between November and March, hedging programs at variable annuity providers maintained a high level of effectiveness – 94 percent compared to 93 percent in the prior period, according to a new study ...