Sentences with phrase «as annuities became»

As annuities became popular in the 1930s, the I.R.S. of course became interested and this led to a 1939 court case, Bodine v. Commissioner of Internal Revenue, to define what an annuity is to present day.

Not exact matches

Under that provision, such benefits as life - insurance annuities and paid health - care plans will become taxable in January if they are found to be part of a program that discriminates against lower - paid workers.

As each of these groups — Baby Boomers, millennials, women and soon - to - be-retirees — look at retirement planning, fixed indexed annuities (FIAs) have become an increasingly popular tool in ensuring their retirement plan is balanced.

If your policy becomes a MEC, this advantage (FIFO) goes away and the policy is treated like a typical retirement vehicle, such as a non qualified annuity.

Fixed - index annuities, a type of annuity that benefits from market gains, have become more popular in recent years as investors wary of stocks sought more stable options.

«As an alternative to the monthly annuity benefit these plans are required to offer... DB plans added lump sum distributions, often as a means of encouraging early retirement initiatives that became popular in the 1990As an alternative to the monthly annuity benefit these plans are required to offer... DB plans added lump sum distributions, often as a means of encouraging early retirement initiatives that became popular in the 1990as a means of encouraging early retirement initiatives that became popular in the 1990s.

Because annuities can be designed to offer timed payouts, guarantees on principal, as well as investment gains, and were already being offered by insurance companies, they quickly became the preferred vehicle to implement structured settlements.

Another problem with excessive management fees in relation to performance fees is that they encourage hedge fund advisors to grow their funds as big as possible and just collect the annuity that the management fees become when they are running multibillion dollar portfolios.

Of course, if you receive your income from non-employment sources such as an annuity, this becomes something of a moot point.

The arcane approach that is the timesheet is becoming less and less popular (as can be evidenced by a brief review of other posts on this site) and customers are demanding more certainty, clarity and comfort that they are not signing on to an annuity stream for the advisor whereby they are being charged and billed for the advisor's inefficiency or learning.

In the years between the founding and 1962, the company grew rapidly as they expanded and acquired other insurance companies with Jack Kenney spearheading the group and leading them to become one of the nation's top providers of variable universal life insurances and annuities.

In 1969, AAA Life Insurance Company became a part of AAA — and in turn, began offering competitive life insurance products, as well as retirement annuities.

They are usually touted as an alternative to annuities, which immediately become taxable upon the death of the owner.