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Federal Income Taxes - Insured And Annuitant Perspective
Federal Income Taxes - Insured And Annuitant Perspective Presented at October 1985 Annual Meeting. ... will affect the design, marketing and sale of individual life and annuity products. Deferred annuities;Payout ...- Authors: Application Administrator, David Carlson, Stephen C Eldridge, Douglas N Hertz, Andrew D Pike, Virgil Wagner
- Date: Oct 1985
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Public Policy
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Tax Parity For Individual Life Insurance Products
Tax Parity For Individual Life Insurance Products This discussion looked at defining tax parity between ...- Authors: Peter F Chapman, Douglas N Hertz, Neal N Stanley, James B Dox
- Date: May 1982
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
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Separate Account Products in the U.S. and Canada: Comparing Their Design, Regulation, and Taxation
Separate Account Products in the U.S. and Canada: Comparing Their Design, ... benefits=GLB;Guaranteed minimum death benefits=GMDB;Individual retirement accounts=IRA;Internal Revenue Service=IRS;Marketing ...- Authors: Application Administrator, Christian J DesRochers, Philip Friedlan
- Date: Jun 2000
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Public Policy
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OBRA 1990 and the DAC Proxy Tax
He's been there for 22 years. He's done a lot of valuation actuary work and tax actuarial work. As a matter ... start to reflect it in your pricing or in your valuation studies or whatever you're going to do with this ...- Authors: Kenneth LaSorella, Lawrence J Rae, Edward Robbins, Stephen A J Sedlak
- Date: Oct 1991
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
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Federal Insurance Contributions Act 'FICA' Tax on Supplemental Executive Retirement Plan 'SERPA' Accruals: Pay It Now or Later?
female weighting of the 1983 Group Annuity Mortality Table (1983 GAM). What are you allowed to look at in ... calculations before, it might be useful to you. Table 1 shows an account balance plan that is a defined-contribution ...- Authors: Jeffrey Groves, Duke Miles
- Date: Oct 1996
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy
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Life Insurance Tax Law
-- Large, medium, and small o Product impact (individual life and health, group life and health, annuities ... the company goes through the normal statutory valuation, which includes deducting due and deferred premiums ...- Authors: Harris N Bak, Frank Buck, Timothy Harris, Norman E Hill, Mark Hopfinger
- Date: May 1985
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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United States Life Insurance Tax Law
United States and Canadian o Product impact (individual life and health, group life and health, annuities ... Association of Insurance Commissioners (NAIC) and state valuation standards such as : a. surrender charges in the ...- Authors: Julian J Dukacz, Allan D Greenberg, Randall Mire, Dennis Van Mieghen
- Date: Jun 1985
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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IRS Actuarial Guidelines Handbook
used only when the actuarial cost method is the individual aggregate method. 2. The Guidelines also attempt ... rate based on a 5% interest rate and the UP 1984 Table. Another general guideline -- and one that is likely ...- Authors: Arthur W Anderson, Lee Morgan, Richard H Solomon, Larry D Zimpleman
- Date: Apr 1986
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Public Policy
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Federal Income Tax Impact On Product Design And Cost
affected the cost and therefore the pricing of individual life insurance? This depends upon how companies ... (or at least, with respect to the pricing of individual life insurance). Under TRA 84, the results are ...- Authors: Jay Jaffe, Hsien-Ming K Keh, Andrew M Kerstein, Sidney A LeBlanc, Randall Mire
- Date: Apr 1985
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Public Policy
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Federal Income Taxes - Insurance Company Perspective
question of which table prevails. The law says that one should use the most recent table prescribed by the ... allow you to hold higher reserves, a 1983 annuity table reserve would then be permitted by a majority of ...- Authors: Application Administrator, Steven W Fickes, Randall Mire, John Palmer, Akiva Zohar
- Date: Oct 1985
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy