Missouri

Annuity Lawyers.

August 24, 2010

Selecting an attorney for legal cases is a very important decision. Please enter your information below to receive a Free Consultation from an attorney in your area:

Zip Code:

Missouri Annuity News

OTR Issues Advisory on Survivor Benefits

(Washington, DC) The Office of Tax and Revenue (OTR) would like to remind taxpayers that if they are 62 years old, some or all of their pensions, military retirement pay, annuity income, and survivor benefits paid by the District or the federal government are not subject to District income tax. The lesser of the amount received or $3,000.00 in pensions, military retirement pay, and annuity income are not subject to District income tax. Pensions, military retirement pay, and annuity income in excess of $3,000.00 are subject to District income tax. There is no limitation on survivor benefits. All of survivor benefits are exempt from District income tax.

If a taxpayer has already filed a District individual income tax return and paid District income tax on the survivor benefits received, they should file an amended return and claim a refund for the District tax paid on the survivor benefits. For a claim to be valid, it must be filed within the later of 3 years from the due date of the return or 3 years from the date the tax was paid.

Contact a Missouri annuity lawyer today and get a free consultation!

Did You Know?

Variable annuities are not suitable for meeting short-term goals
Remember: Variable annuities are designed to be long-term investments, to meet retirement and other long-range goals. Variable annuities are not suitable for meeting short-term goals because substantial taxes and insurance company charges may apply if you withdraw your money early. Variable annuities also involve investment risks, just as mutual funds do.

	Newsroom
	Latest news about Annuity cases in Missouri and nationwide: Former Bank Manager Sentenced For Embezzling Over $2 Million From Employer LAS VEGAS - - A former bank manager has been sentenced to 41 months in prison for her guilty plea to embezzling over $2 million from the bank durin... Read more > Local attorney indicted by federal grand jury on tax charges Washington, D.C. - United States Attorney for the District of Columbia Roscoe C. Howard, Jr., Vicki S. Duane... Read more > Maine Woman Pleads Guilty To Making False Statements Related To Health Care Matters Alexandria, Louisiana DEBORAH J. GALINSKY, age 52, from Portland, Maine, pleaded guilty today before United States District Judge Dee Drell to maki... Read more > More Annuity News >

Annuity Lawyers.com Terms

Today's Terms

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.

Immediate annuity

Definition:
An annuity that begins no later than one month after the date the insurance would otherwise stop An annuity under 5 CFR 842.204(a)(1) for which the starting date has been postponed under 5 CFR 842.204.

Assign and Assignment

Definition:
Your irrevocable transfer of all ownership of FEGLI coverage (except Dismemberment coverage and Option C) to another individual, corporation, or trustee.

More Annuity Lawyers.com Terms >

Annuity Law Resources

Search Annuity Law resources in our resource center:

More Resources >

Annuity Law Hot Topics

Topics Related to Annuity:

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

Missouri 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:

Arnold
Ballwin
Belton
Blue Springs
Cape Girardeau
Chesterfield
Columbia
Fenton
Florissant
Grandview
Independence
Jefferson City
Joplin

Kansas City
Lebanon
Liberty
O Fallon
Poplar Bluff
Rolla
Saint Charles
Saint Louis
Saint Peters
Sedalia
Sikeston
Springfield

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 Missouri 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.

Local Professional? Generate new business today
Call 866-227-9356 or contact a sales rep

This site is part of the LawFirms.com Network
©2010 ExpertHub, wholly owned subsidiary of MoxyMedia, Inc.