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IRS Updates Guidance on SEPP Exception to 10% Additional Tax
2002-62, 2002-2 C.B. 710, to address the updated life expectancy tables that were part of final regulations ... made not less frequently than annually for the life (or life expectancy) of the taxpayer or employee, as ...- Authors: Mark E Griffin, Prasanthi Paritala
- Date: Sep 2022
- Competency: Communication; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Annuities>Deferred annuities
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Policyholder Behavior Experience Data and Modeling
co/ruark-consulting-releases-2018-fixed-indexed-annuity-mortality-study/ Variable annuity policyholder behavior ... co/ruark-consulting-releases-variable-annuity-mortality-study-results/ 6 VM-21 PBR for Variable ...- Authors: Timothy S Paris
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Capital - Annuities; Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management; Annuities>Deferred annuities
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Market Landscape
NYDFS Suitability & Best Interest Regulation for Life and Annuities On the regulatory forefront 38 ... Minimize taxes Have a more realistic picture of life I can afford in retirement Maintain perspective ...- Authors: Teodor Panaisitor , Todd Geising
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Expenses - Annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management; Annuities>Deferred annuities