نتائج البحث - "Richards, Douglas B."

1

دورية أكاديمية

Understanding Spousal Beneficiary Required Minimum Distribution Rules.

المؤلفون: Richards, Douglas B.

المصدر: Journal of Financial Service Professionals; Sep2024, Vol. 78 Issue 5, p32-35, 4p

مصطلحات موضوعية: PENSIONS, ROLLOVERS (Finance), RETIREMENT planning, RETIREMENT, SPOUSES

2

دورية أكاديمية

To (Re-)Marry or Not to (Re-)Marry: Sorting Out IRA RMDs When Trusts Are Named as Beneficiaries.

المؤلفون: Richards, Douglas B.

المصدر: Journal of Financial Service Professionals; May2024, Vol. 78 Issue 3, p39-42, 4p

مصطلحات موضوعية: TRUSTS & trustees, BENEFICIARIES, MULTIPLICITY (Mathematics)

3

دورية أكاديمية

To (Re-)Marry or Not to (Re-)Marry, That Is the Question!

المؤلفون: Richards, Douglas B.

المصدر: Journal of Financial Service Professionals; May2024, Vol. 78 Issue 3, p1-4, 4p

مصطلحات موضوعية: MULTIPLICITY (Mathematics)

4

دورية أكاديمية

How Have Premium-Financed Indexed Universal Life Insurance Sales Strategies Performed?

المؤلفون: Richards, Douglas B.

المصدر: Journal of Financial Service Professionals; Nov2023, Vol. 77 Issue 6, p43-52, 10p

مصطلحات موضوعية: LIFE insurance, LIFE insurance policies, INTEREST rate forecasting, REPAYMENTS, LIFE insurance companies, INTEREST rates, LOANS

5

دورية أكاديمية

The Variety and Complexity of Today’s.

المؤلفون: Richards, Douglas B., Finnegan, Erin, Presley, Sydney

المصدر: Journal of Financial Service Professionals; Jul2023, Vol. 77 Issue 4, p68-75, 8p

مصطلحات موضوعية: BUSINESS insurance, INTEREST rate risk, LOANS, LIFE insurance, INSURANCE premiums, LIFE insurance policies, EQUITY indexed annuities

6

دورية أكاديمية

Ethical and Regulatory Environment Surrounding the Sale of Premium-Financed Indexed Universal Life Insurance.

المؤلفون: Richards, Douglas B.

المصدر: Journal of Financial Service Professionals; Mar2023, Vol. 77 Issue 2, p59-67, 8p

مصطلحات موضوعية: LIFE insurance, CODES of ethics, FEDERAL regulation, ETHICS, PROFESSIONS

7

دورية أكاديمية

So Many Rules, So Many Choices! What's an IRA Heir to Do?.

المؤلفون: Richards, Douglas B.

المصدر: Journal of Financial Service Professionals; Sep2022, Vol. 76 Issue 5, p31-35, 5p

مصطلحات موضوعية: HEIRS

8

دورية أكاديمية

Testamentary Charitable Remainder Trusts as Stretch IRA Alternatives.

المؤلفون: Richards, Douglas B.

المصدر: Journal of Financial Service Professionals; May2022, Vol. 76 Issue 3, p40-44, 5p

مصطلحات موضوعية: CHARITABLE trusts, INCOME inequality, RETIREMENT communities, STRETCH (Physiology)

9

دورية أكاديمية

How to Become a Consumer-Centric, Process-Oriented Closer under New York's Regulation 187.

المؤلفون: Richards, Douglas B.

المصدر: Journal of Financial Service Professionals; Jan2021, Vol. 75 Issue 1, p25-27, 4p

مصطلحات موضوعية: LIFE insurance policies, FINANCIAL markets, LIFE insurance, READING

مصطلحات جغرافية: NEW York (State)

10

دورية أكاديمية

Split-Dollar Loan Arrangement Refresher.

المؤلفون: Richards, Douglas B.

المصدر: Journal of Financial Service Professionals; Jan2022, Vol. 76 Issue 1, p23-25, 3p

مصطلحات موضوعية: CREDIT insurance, COLLATERAL security, TAX planning, ACCRUAL basis accounting, PAWNBROKING, LIFE insurance, PROFESSIONS

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