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IRS Applies Strict Reading of Section 72(s)
IRS Applies Strict Reading of Section 72(s) The article discusses an IRS private letter ruling applying ... requirements applicable to non-qualified annuity contracts under section 72(s) of the Internal Revenue Code.- Authors: Mark E Griffin, Alison R Peak
- Date: Mar 2016
- Competency: Professional Values
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities
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2023-secure-2
This webcast provides an overview of the key provisions of the recently enacted SECURE ... distribution exceptions and how this might affect a company’s reporting obligations. Come learn about some of the ...- Authors: Alison R Peak, Ryan Kiefer, Stefanie Porta
- Date: Nov 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Public Policy