ATTORNEY NEWSLETTER IOVAs: Investment Only Variable Annuities What are IOVAs and How Do They Work? Tax deferral is the key to successful retirement savings. IRAs, 401(k)s, SEPs and the like offer deferral but annual...
ATTORNEY NEWSLETTER Prosecuting Healthcare Fraud Under the False Claims Act Healthcare Fraud and Whistleblowing Healthcare fraud costs the United States billions of dollars per year. The fraud is perpetrated in myriad ways...
Contra Costa County and California Annuity Fraud Attorney: Income Riders in Annuities
August 2, 2017
ATTORNEY NEWSLETTER Understanding Income Riders Income Riders Flood Annuities Market A flood of new income riders on annuities partially explains a recent boom in sales. Annuity sales hit a record $203 billion last year....
ATTORNEY NEWSLETTER The Downsides of Annuities Annuities Low interest rates are good if you’re young and need to borrow, but they’re not so good if you’re older, past your borrowing days, and looking for...
ATTORNEY NEWSLETTER Life Insurance Surrenders: The Tax Consequences Surrendering Life Insurance Whenever an insurance agent starts talking about surrendering or “changing” or “replacing” your life...