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Taxation of Distributions
Taxation of Distributions The rules governing the tax ... treatment of distributions from life insurance or annuity contracts are complex. Worse, the relevant IRC ...- Authors: Douglas N Hertz
- Date: May 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: Annuities; Life Insurance
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Proposed Regulation to Accommodate Longevity Annuities in Retirement Plans
class of products known as “qualifying longevity annuity contracts” (QLACs), which are excluded from the ... their account balance to purchase a longevity annuity. The proposed regulations apply to tax-qualified ...- Authors: Christian J DesRochers
- Date: May 2012
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: Annuities; Pensions & Retirement