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Partial Annuitization Using a Deferred Income Annuity Rider
Rider The article discusses PLR 201632004, which addresses the partial annuitization rules of IRC section ... section 72(a)(2) in the context of a deferred income annuity rider attached to a variable deferred annuity ...- Authors: Bryan W Keene, Patrick Tricker
- Date: Oct 2016
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities; Annuities>Payout annuities; Annuities>Product development - Annuities; Annuities>Variable annuities
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The Taxable Deferred Annuity with Guaranteed Lifetime Withdrawals
The Taxable Deferred Annuity with Guaranteed Lifetime Withdrawals The article summarizes PLRs 201515001 ... in which the IRS addressed the treatment of a non-qualified deferred annuity contract under the investor ...- Authors: Bryan W Keene
- Date: Oct 2015
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Taxing Times
- Topics: Annuities>Investment strategy - Annuities; Annuities>Variable annuities