Sentences with phrase «as joint annuities»

SPIAs can be set up as joint annuities, which means that payments continue as long as either you or your spouse are alive.

A DIA can be set up as joint annuities, which means that payments continue as long as either you or your spouse are alive.

QLACs can be set up as joint annuities, which means that payments continue as long as either you or your spouse are alive.

Structuring the annuity as a joint annuity is crucial to the success of this strategy, since the gift is for the lifetime of the child or grandchild.

With a lifetime gift annuity, it is designed as a joint annuity naming yourself and your child or grandchild as joint annuitants.

Not exact matches

Even that $ 575 in monthly income is likely too generous, as a large segment of the public does not even know such a thing as an immediate annuity offering joint and survivor benefits exists.

Among them are the rights to: bullet joint parenting; bullet joint adoption; bullet joint foster care, custody, and visitation (including non-biological parents); bullet status as next - of - kin for hospital visits and medical decisions where one partner is too ill to be competent; bullet joint insurance policies for home, auto and health; bullet dissolution and divorce protections such as community property and child support; bullet immigration and residency for partners from other countries; bullet inheritance automatically in the absence of a will; bullet joint leases with automatic renewal rights in the event one partner dies or leaves the house or apartment; bullet inheritance of jointly - owned real and personal property through the right of survivorship (which avoids the time and expense and taxes in probate); bullet benefits such as annuities, pension plans, Social Security, and Medicare; bullet spousal exemptions to property tax increases upon the death of one partner who is a co-owner of the home; bullet veterans» discounts on medical care, education, and home loans; joint filing of tax returns; bullet joint filing of customs claims when traveling; bullet wrongful death benefits for a surviving partner and children; bullet bereavement or sick leave to care for a partner or child; bullet decision - making power with respect to whether a deceased partner will be cremated or not and where to bury him or her; bullet crime victims» recovery benefits; bullet loss of consortium tort benefits; bullet domestic violence protection orders; bullet judicial protections and evidentiary immunity; bullet and more...

Joint life annuity or Joint and Survivor annuity — As the name implies, this option allows an immediate annuity to provide joint coverage for two individJoint life annuity or Joint and Survivor annuity — As the name implies, this option allows an immediate annuity to provide joint coverage for two individJoint and Survivor annuity — As the name implies, this option allows an immediate annuity to provide joint coverage for two individjoint coverage for two individuals.

Today, a 65 - year - old couple (man and woman) who invests $ 100,000 in a «joint and survivor» immediate annuity would receive about $ 470 a month as long as either one is alive.

If you chose a benefit form that provides survivor benefits for the life of your beneficiary (such as a joint - and - survivor annuity) we will pay these benefits only to the beneficiary you chose when you retired.

So your husband's health problems, even if severe, don't necessarily rule out an annuity, assuming you choose a joint - survivor payment option, which continues making payments as long as either member of a couple is alive.

A QDRO may provide that a participant's former spouse is to be treated as a surviving spouse for purposes of a qualified joint - and - survivor annuity or qualified preretirement survivor annuity.

Where a dependants» or nominees» annuity is purchased under the same contract as a lifetime annuity (a joint - life annuity), or a dependants» or nominees» annuity is purchased that is deemed to be related to the purchase of a particular lifetime annuity contract - see PTM062400, the combined purchase price of the joint - life contract or those two contracts crystallises through BCE 4.

Annuity, Joint & Survivor An annuity that provides income payments for as long as either one of two joint annuitants remains aJoint & Survivor An annuity that provides income payments for as long as either one of two joint annuitants remains ajoint annuitants remains alive.

Joint and Survivor Annuity An annuity that provides income payments for as long as either of two annuitants remains alive.

Joint term life can be a great complement to your retirement plan as it provides a couple purchasing an annuity with more options.

They can be taken to cover the life of the policyholder's spouse as well under the joint annuity plans.

Joint life annuity or Joint and Survivor annuity — As the name implies, this option allows an immediate annuity to provide joint coverage for two individJoint life annuity or Joint and Survivor annuity — As the name implies, this option allows an immediate annuity to provide joint coverage for two individJoint and Survivor annuity — As the name implies, this option allows an immediate annuity to provide joint coverage for two individjoint coverage for two individuals.

By going with the joint and survivor income annuity life insurance settlement option, you and another individual, such as a spouse or partner, can receive an income stream that is also in the form of an annuity.

The Two - Step Annuity Tactic: Sarah buys an immediate joint life annuity for $ 1 million, which pays $ 43,843 annually as long as Sarah and her husband are alive.

As an alternative, there is the joint and survivor annuity, which continues to make payments until both named individuals (owner and beneficiary — usually spouses) are dead.

An immediate annuity provides income to the purchaser that starts as soon as they deposit a lump sum and the payments last for the lifetime of the purchaser or for the lifetime of the purchaser and his or her spouse (or joint annuitant) or for some set amount of time (5, 10, 20 years).