News

Computer Modelling Group Ltd. (“CMG Group” or the “Company”) announces its financial results for the three months and year ended March 31, 2025, and the approval by its Board of Directors (the “Board” ...
Most people associate estate planning with wills, trusts, and beneficiary designations. However, annuities can also play a significant role in your long-term legacy. In addition to providing ...
Contingent deferred annuities (CDAs) represent an interesting approach to securing lifetime income but have struggled for recognition in the marketplace since their introduction more than a decade ...
Some annuities allow naming a contingent annuitant to receive payments after the primary dies. Designating a contingent often means lower initial payments than a single-life annuity. Choosing a ...
A protective "wrapper" in the form of a contingent deferred annuity enables an advisor to keep client assets under their management with the investments of their choice while offering insurance ...
Life changes, and the annuity you purchased for good reasons might not be serving your financial needs anymore. The good news: You have options to get out of your annuity and access your money again.
The contingent beneficiary would come into play ... and carry a different rule), the traditional IRA and the annuity IRA will both require distributions to be added in as ordinary income on ...
Annuities are a financial product commonly associated with retirement planning due to their ability to provide reliable payments over time. But lately, thanks in large part to their potentially ...
Annuities are a tool that can create reliable retirement income that can last as long as you do. Each annuity is a contract between you and an insurance company: You provide the company money now ...
Many soon-to-be retirees turn to investments they believe are safe, like annuities, to protect and preserve their nest egg. Annuities can be an appealing option, thanks to their tax-deferred ...
which is “an annuity for the participant’s life with a contingent annuity payable to the participant’s spouse for the rest of the spouse’s life,” the complaint filed by ...
A contingent deferred sales charge is an additional fee for holders of mutual funds and annuities who exit their investment within a certain time period. In both cases, the CDSC is intended to ...