Aviva USA Corp, et al v. Anil Vazirani, et al, No. 13-16858 CA Courts ruled in Favor of Anil Vazirani, watch recording for case Aviva USA Corp, et al v. Anil Vazirani, et al, No. 13-16858 Lawsuit in Favor of Anil Vazirani, watch recording for case* CA Courts dismissed all of Avivas claims against Anil…
Anil Vazirani says: “Rules are being discussed to allow insurers of indexed annuities to use indices that have been around less than 10 years.”
https://retirementplanningscottsdale.com State insurance commissioners are discussing rules, and the Annuity Suitability Working Group held a conference call this week, which produced additional tweaks to Annuity Disclosure Model Regulation 245. The group is a National Association of Insurance Commissioners committee. The model Regulation 245 allows illustrations only if an index has been around at least 10…
Anil Vazirani asks: Will AARP save the Fiduciary Rule to put clients’ interests first?
https://retirementplanningscottsdale.com/Anil Vazirani asks: “Will AARP save the Fiduciary Rule to put clients’ interests first?” In an eleventh-hour attempt to save the fiduciary rule, AARP has filed a motion with the 5th U.S. Circuit Court of Appeals asking it to review the decision that vacated the Department of Labor’s regulation. The Attorney General’s offices in New…
Anil Vazirani asks: “Did You Know Guaranteed Income is Tops on Retirees Wishlist?”
https://retirementplanningscottsdale.com/ Anil Vazirani asks: “Did You Know Guaranteed Income is Tops on Retirees Wishlist?” Monthly guaranteed income is the most important single trait that aging baby boomers look for in a retirement investment, ranked No. 1 or No. 2 by 41% of participants in the latest annual survey of retirement expectations and preparedness conducted by…
Anil Vazirani asks: “Do you know the 10 Biggest IRA Mistakes?”
https://retirementplanningscottsdale.com/Anil Vazirani asks: ” Do you know the 10 Biggest IRA Mistakes?” The 10 Biggest IRA Mistakes: Missing a Required Minimum Distribution Not taking advantage of the Stretch Option Not properly designating Beneficiaries No Establishing Separate Accounts Too much of IRA Account is at Risk Overpaying Fees and Loads on IRA, 401(k)s and 403(B) Plans…
Anil Vazirani asks: “Do you know the 6 Big IRA Opportunities?”
https://retirementplanningscottsdale.com/Anil Vazirani asks: ” Do you know the 6 Big IRA Opportunities?” The 6 Big IRA Opportunities: The Stretch IRA The QLAC (Qualified Longevity Annuity Contract) The IRA Inheritance Beneficiary Trust The IRA Tax Smart Conversion Strategy for LTC Roth Conversion Strategies Eliminate all Future IRA Losses Do You Understand the Difference? For More information:…
Anil Vazirani asks: “Do you know How to Reduce or Eliminate Taxes?”
https://retirementplanningscottsdale.com/Anil Vazirani asks: ” Do you know How to Reduce or Eliminate Taxes?” How to Reduce, Eliminate Taxes: Exemptions Exclusions Deductions Credits Tax Diversification Strategy (Taxable, Tax Deferred, Tax Free) Do You Understand the Difference? For More information: Call 1-800-957-5604 x 200 to set up a Complimentary Strategy Session RETIRE AND STAY RETIRED, SAFE, SMART,…
Anil Vazirani says: “Watch for the DOL and SEC fiduciary rule proposals unveiled this fall”
https://retirementplanningscottsdale.com/Anil Vazirani says: “Watch for the DOL and SEC fiduciary rule proposals unveiled this fall” For More information: Call 1-800-957-5604 x 200 to set up a Complimentary Strategy Session RETIRE AND STAY RETIRED, SAFE, SMART, AND SECURE! http://dreamretire.com/