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July 20, 2010
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Welcome to Oregon 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 Oregon 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 Oregon Annuities Law, or any related topic, contact us now and receive a free case review.

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

 
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Department of Revenue: Personal Income Tax Which Oregon
You received Social Security, pension, or annuity income; or; You used taxable ... Barry moved to Oregon during the tax year. He will file Oregon For
Retirement Income 150-101-673
your pension or annuity income on your Oregon. income tax return. It will also explain the retirement. income credit. Although pensions and annuities

 


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Latest news about Annuity cases in Oregon and nationwide:

Mayor Bloomberg Announces Tentative Agreement With The Uniformed Firefighters’ Association
Mayor Michael R. Bloomberg and Uniformed Firefighters’ Association (UFA) President Stephen J. Cassidy today announced that a tentative contract set...
Read more >


Georgia Man Sentenced For Investment Advisor Fraud
Atlanta, GA - DENNIS A. MARTIN, 37, of Marietta, Georgia, pleaded guilty today in federal district court to a single-count criminal information cha...
Read more >


California Leads Securities Regulators Crackdown on Promissory Note Fraud
Since the sweep began in July of 1999, California regulators have also taken enforcement action against 185 individuals and 4...
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.

Age Multiplication Factor

Definition:
A factor used to determine the extra amount of Basic insurance payable at the time of your death, if you die before age 45 (also referred to as the "extra benefit").

Duly Appointed Representative of the Insured's Estate

Definition:
An individual named in a court order granting the individual the authority to receive, or the right to possess, your property. The order must be issued by a court having jurisdiction over your estate.

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 >

Oregon 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:

  • Albany
  • Ashland
  • Beaverton
  • Bend
  • Canby
  • Central Point
  • Clackamas
  • Coos Bay
  • Corvallis
  • Cottage Grove
  • Dallas
  • Eugene
  • Forest Grove
  • Grants Pass
  • Gresham
  • Hermiston
  • Hillsboro
  • Hood River
  • Klamath Falls
  • La Grande
  • Lake Oswego
  • Lebanon
  • Mcminnville
  • Medford
  • Newberg
  • Ontario
  • Oregon City
  • Pendleton
  • Portland
  • Prineville
  • Redmond
  • Roseburg
  • Salem
  • Sherwood
  • Springfield
  • The Dalles
  • Troutdale
  • Tualatin
  • West Linn
  • Wilsonville
  • Woodburn


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 Oregon 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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