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  • Taxation to Individuals of Pension Income
    DALE B. GRANT Panelists: ABBEY L. KEPPLER* MARK S. WINTNERt Recorder: DALE B. GRANT The panel will ... Now that's just one of four categories on the table. We have three different kinds of excise taxes: ...

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    • Authors: Dale B Grant, Mark Wintner, Abbey L Keppler
    • Date: Jun 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Not Gone But Forgotten
    they want to elect, say, a joint-and-survivor (J&S) option, what happens when you tell them next year ... the plan must offer the option of an immedi- ate annuity before you can cash them out. There is no such ...

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    • Authors: Donald Segal, Susan M Smith, Abbey L Keppler
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy