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IRS Updates Guidance on SEPP Exception to 10% Additional Tax
prior guidance on whether distributions from an individual account under a qualified retirement plan satisfy ... provide guidance on whether distributions from an individual account under a qualified retirement plan fall ...- Authors: Mark E Griffin, Prasanthi Paritala
- Date: Sep 2022
- Competency: Communication; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Annuities>Deferred annuities
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IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
Trust are an individual and a charitable organization. For tax purposes, the individual who established ... the contract and names the individual trust beneficiary as the sole annuitant. The Insurer represented ...- Authors: Eric Lanning, Bryan W Keene
- Date: Nov 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Payout annuities; Public Policy; Annuities>Deferred annuities
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Managing Investment Risks in Contractual Designs
In contrast to the yellow line, which is the individual liability at the contract level with undiversified ... we compare three guaranteed annuities in Table 1. From Table 1, we have the following observations. Firstly ...- Authors: Runhuan Feng
- Date: Sep 2021
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Risk Management
- Topics: Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Modeling & Statistical Methods; Annuities>Deferred annuities; Annuities>Living / Death benefit riders
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Managing Investment Risks in Contractual Designs
In contrast to the yellow line, which is the individual liability at the contract level with undiversified ... guaranteed annuities in Table 1, from which we make the following observations. Table 1 Confidence Intervals ...- Authors: Runhuan Feng, Longhao Jin
- Date: Nov 2021
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Expanding Horizons
- Topics: Annuities; Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Modeling & Statistical Methods; Annuities>Deferred annuities; Annuities>Living / Death benefit riders
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RILA GLWB Designs and Market Risk Analysis
begins, and the insurer starts making payments. Table 1 RILA GLWB Designs [1] Assuming no excess withdrawals ... focuses on the sensitivity to index performance. Table 2 Sample product designs and key assumptions GLWB ...- Authors: Matthew Kevin Heaphy, Nicholas Carbo, David J Elliott
- Date: May 2023
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Guaranteed living benefits; Modeling & Statistical Methods; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Stochastic models; Annuities>Deferred annuities; Annuities>Living / Death benefit riders
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La gestion des risques d’investissement dans les conceptions contractuelles de produits
de PDMG ne sont donc pas toujours nécessaires. Table 1 Réduction des risques au niveau global Le tableau ... du passif des PDMG et le moins à celle des PRMG. Table 2 Analyse des risques liés aux différentes prestations ...- Authors: Runhuan Feng
- Date: Sep 2021
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Risk Management
- Topics: Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Modeling & Statistical Methods; Annuities>Deferred annuities; Annuities>Living / Death benefit riders
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Market Landscape
2019 Chicago, IL A Shifting Landscape in the Individual Annuity Market Todd Giesing Teddy Panaitisor ... Sponsored by A Shifting Landscape in the Individual Annuity Market TODD GIESING & TEDDY PANAITISOR ...- Authors: Teodor Panaisitor , Todd Geising
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Expenses - Annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management; Annuities>Deferred annuities