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February 27, 2010
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Welcome to Arizona Annuity Lawyers.com

 

 
Did You Know?    
 
 
Annuity tax-free exchanges, known as 1035 exchanges
Section 1035 of the U.S. tax code allows you to exchange an existing variable annuity contract for a new annuity contract without paying any tax on the income and investment gains in your current variable annuity account. These tax-free exchanges, known as 1035 exchanges, can be useful if another annuity has features that you prefer, such as a larger death benefit, different annuity payout options, or a wider selection of investment choices.

 



Our Arizona Annuity Lawyers are lawyers who specialize in the field of Annuity Law and other White-Collar crimes.

An annuity is an annual sum paid from a policy or gift. Annuity is short for a purchased annuity policy, which will pay dividends to its owner over a fixed period of time, or for life. Annuities are detailed contracts between you and an insurance company.

There are two kinds of annuities: Immediate Annuities and Deferred Annuities. Immediate Annuities are transacted by giving the insurance company money and the company promises to make immediate regular payments to you over your lifetime. Deferred Annuities allow your money to grow or accumulate through tax-deferred interest accumulation over a period of time before the insurance company begins paying you.

Sadly, annuities fraud is one of the most common white-collar crimes committed by criminals.

There are many different ways a criminal can commit annuities fraud, including:

  • Client Manipulation
  • Providing False Information
  • Lying to Auditors
  • Unauthorized Transactions
  • Breach of Fiduciary Duty
  • Broker Embezzlement

If you or anyone you know needs an attorney specializing in Arizona Annuities Law, or any related topic, contact us now and receive a free case review.

Contact our Arizona Annuity lawyer today and get a free consultation!

 
Arizona Audio & Video    
 
   
 
Arizona External Sites    
 
 

Payroll/Annuity Deduction Instruction Guide
venience of payroll and annuity deductions to employees and ... Cooperative Extension Services, University of Arizona ..............12050303 ...
WEST VIRGINIA INFORMATIONAL LETTER No. 20 October 17, 1
ARIZONA GOVERNING COMMITTEE. TO: All insurance companies authorized to transact insurance ... annuity benefits. However, the Norris decision involved

 


  Newsroom  
 


Latest news about Annuity cases in Arizona and nationwide:

Trust Mills Can Be Financial Traps
Consumer:  I’m exploring estate planning options, including living trusts. I’ve read recent warnings about “trust mills.” What are these?

...

Read more >


Former Massachusetts Insurance Broker Sentenced For Fraud And Money Laundering
Joseph P. Garvey was sentenced to 71 months in prison, followed by three years of supervised release for money laundering and mail fraud. Garvey wa...
Read more >


Treasury and IRS Issue Guidance on Source of Income
Certain payments received under an annuity contract and amounts withdrawn from the cash value of a life insurance contract give rise to inco...
Read more >


More Annuity News >

 
 

Annuity Lawyers.com Terms

 


Today's Terms

Defined Benefit Pension Plan

Definition:
A pension plan that promises participants a specified monthly benefit at retirement.

Basic Insurance

Definition:
The coverage, based on your annual rate of basic pay, which you automatically have as an eligible employee unless you waive it.

Designation of Beneficiary

Definition:
Notice, signed by you and witnessed by two persons, indicating the person(s) you want to receive your life insurance benefits. The form generally used for life insurance designations is the Designation of Beneficiary form (SF 2823).

More Annuity Lawyers.com Terms >

 

Annuity Law Resources

 


Search Annuity Law resources in our resource center:

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Annuity Law Hot Topics

 
Topics Related to Annuity:

  • Client Manipulation
  • Providing False Information
  • Lying to Auditors
  • Unauthorized Transactions
  • Breach of Fiduciary Duty
  • Broker Embezzlement

More Annuity Law Topics >

Arizona Annuity-Law Attorney

 
If you live in the following cities and need an Annuity-Law attorney you should contact our Annuity-Law Attorney as soon as possible:

  • Apache Junction
  • Avondale
  • Buckeye
  • Bullhead City
  • Casa Grande
  • Cave Creek
  • Chandler
  • Chino Valley
  • Cottonwood
  • Douglas
  • Flagstaff
  • Florence
  • Fountain Hills
  • Gilbert
  • Glendale
  • Green Valley
  • Kingman
  • Lake Havasu City
  • Mesa
  • Nogales
  • Paradise Valley
  • Payson
  • Peoria
  • Phoenix
  • Prescott Valley
  • Safford
  • Scottsdale
  • Sierra Vista
  • Somerton
  • Sun City
  • Sun City West
  • Surprise
  • Tempe
  • Tucson
  • Yuma


Legal Disclaimers
All attorney listings are a paid attorney advertisement, and do not in any way constitute a referral or endorsement by an approved or authorized lawyer referral service. The information provided on Arizona Annuity Lawyers.com is not intended to be legal advice, but merely conveys general information related to legal issues commonly encountered. Your access to and use of this website is subject to additional Terms and Conditions.

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