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IRS Provides Relief for Late Rollovers with New Self-Certificate
IRS Provides Relief for Late Rollovers with New Self-Certificate This article ... Taxes=Taxation;Internal Revenue Service=IRS, Taxes=Taxation;Individual retirement accounts=IRA;Defined benefit plans=DB ...- Authors: Michael Byro
- Date: Feb 2017
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: Public Policy
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Determining the Value of a LifeInsurance Contract: RevenueProcedure 2005-25
under section 402(a) of the Code addressing the valuation of a life insurance contract dis- tributed from ... Service to introduce a formulaic approach to valuation. Springing Cash Values Revenue Procedures 2005-25 ...- Authors: Christian J DesRochers
- Date: Dec 2005
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Actuary/Accountant/Tax Attorney Dialogue on Notice 2013-19 and the Statutory Reserves Cap
of Insurance Commissioners (NAIC) prescribed valuation methods, prevailing mortality tables, and the ... annuities. I would also add the gross premium valuation requirement in the health insurance statutory ...- Authors: Edward Robbins, Mark Smith, Peter Winslow
- Date: Oct 2013
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: Life Insurance>Reserves - Life Insurance; Public Policy
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Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions
components of a life insurance policy, as shown in Table 1. Section 72(e) Category Description Possible ... insurance company A check mailed to the policy owner Table 1 12 OCTOBER 2017 TAXING TIMES Tracking the ...- Authors: Scott Koehler
- Date: Oct 2017
- Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Taxing Times
- Topics: Actuarial Profession>Best practices; Public Policy; Technology & Applications>Software
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Determining Guideline Premiums forFixed-Premium Universal LifeInsurance Contracts
the tabular cash values prevailing thereafter. Table 1 details the applicable guarantees for this contract ... were designed with the guarantees out- lined in Table 1, the resulting GLP would be identical to the GLP ...- Authors: Application Administrator, Brian King, Craig R Springfield
- Date: Dec 2005
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: Life Insurance>Universal life; Public Policy
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New Proposed Regulations on “AttainedAge” Under IRC Section 7702
forth in the contract or the end of the mortality table (which, when §7702 was enacted in 1984, was age ... forth in the contract or the end of the mortality table. For example, a contract with guaranteed mortal- ...- Authors: Application Administrator, Brian King, Craig R Springfield
- Date: Sep 2005
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting; Public Policy