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Federal Income Taxes - Insured And Annuitant Perspective
Federal Income Taxes - Insured And Annuitant Perspective Presented at October 1985 Annual Meeting. Discusses proposals for changing the tax law with respect to the taxation of personal income: ...- 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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Life and Annuity Valuation Issues
Life and Annuity Valuation Issues This session from the 1994 Valuation Actuary Symposium covers life and annuity valuation issues including an update on the Separate Accounts Technical Resource ...- Authors: Errol Cramer, Howard H Kayton, Bryan Scott Kavanaugh
- Date: Jan 1994
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Life Insurance>Reserves - Life Insurance; Public Policy
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In the Beginning ... How Are Nonqualified Annuities Taxed?
In the Beginning ... How Are Nonqualified Annuities Taxed? Primer on the federal income taxation of nonqualified annuities Annuities;IRS;Taxation 6442468137 3/1/2016 12:00:00 AM ...- Authors: John Adney
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
- Publication Name: Taxing Times
- Topics: Annuities; Public Policy
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Determining the Actuarial Present Value of Certain Additional Benefits Under Treas. Reg. Section 1.401a9–6, Q&A–12
Determining the Actuarial Present Value of Certain Additional Benefits Under Treas. Reg. Section 1.401a9–6, Q&A–12 The Required Minimum Distribution [RMD] Working Group of the SOA ...- Authors: Society of Actuaries
- Date: Apr 2006
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Public Policy
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Current Developments Surrounding Regulations and Standards of Life and Annuity Products
Current Developments Surrounding Regulations and Standards of Life and Annuity Products This session from the 1995 SOA New York City Meeting presents viewpoints from actuaries, marketers and ...- Authors: James Atkins, Shane A Chalke, Walter N Miller, Robert E Wilcox
- Date: May 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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Current Topics: Canadian Insurance
Current Topics: Canadian Insurance This is a discussion of the current topics in Canadian insurance. Specifically, it discusses product development, financial considerations, management of ...- Authors: Robert M Astley, Charles C McLeod, Gary Mooney, D Ted Steven
- Date: Oct 1981
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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Impact of Regulatory Uncertainty on Product Innovation: Charts 3-4
Impact of Regulatory Uncertainty on Product Innovation: Charts 3-4 From session 63 PD at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999, Impact ...- Authors: Timothy Pfeifer, James Van Elsen, Robert E Wilcox
- Date: May 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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Appendix I Spreadsheet
Appendix I Spreadsheet The Required Minimum Distribution [RMD] Working Group of the SOA Taxation Section has completed research identifying considerations for actuaries and annuity insurers in ...- Authors: Society of Actuaries
- Date: Apr 2006
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Public Policy
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Digest of Reports on Topics of Current Interest
Digest of Reports on Topics of Current Interest This discussion at the SOA 1967 Annual Meeting covers three topics. First is the Carter Commission Report that recommends radical changes to the ...- Authors: H Edward Harland, Malcolm D MacKinnon, J Henry Smith
- Date: Oct 1967
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities; Health & Disability; Public Policy
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Problems and Solutions for Product Illustrations
Problems and Solutions for Product Illustrations 1994 SOA Meeting, San Francisco. This session discussed NAIC development of model regulation for life insurance and annuity disclosures. This ...- Authors: Application Administrator, Gary Corbett, Robert E Wilcox, George Coleman
- Date: May 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy