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  • PLR 201120011 Highlights the Need for SEPP Guidance on Annuities
    PLR 201120011 Highlights the Need for SEPP Guidance on Annuities Owners of nonqualified annuity contracts ... qualified retirement plans, and annuity issuers are left without any published guidance on when annuity ...

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    • Authors: Mark E Griffin
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Public Policy
  • The Temporary And Limited Waiver Of The RMD Rules For 2009
    The Temporary And Limited Waiver Of The RMD Rules For 2009 This article discusses the temporary waiver ... waiver and how it provides only limited relief from the section 401a9 minimum distribution requirements.

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    • Authors: Mark E Griffin
    • Date: May 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Pensions & Retirement; Public Policy
  • The IRS Considers Modifications to SEPPs
    The IRS Considers Modifications to SEPPs A discussion of substantially equal periodic payments, SEPPs ... SEPPs, and the penalty tax that is associated with SEPPs, the Recapture Rule. Computation methods are also ...

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    • Authors: Mark E Griffin
    • Date: May 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities
  • T3: Taxing Times Tidbits
    T3: Taxing Times Tidbits Articles on IRS private letter rulings on combination products, IRS ... Tidbits Articles on IRS private letter rulings on combination products, IRS treatment of reinsurance under ...

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    • Authors: Mark E Griffin, Craig R Springfield, Daniela Stoia, Biruta P Kelly
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Life Insurance; Public Policy; Reinsurance