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Investment Risk and the Limits of Insurance
and the Limits of Insurance The Tidbit summarizes LTRs 201609008 and 201613016 and discusses the definition ... definition of insurance under the tax code in light of these new pieces of guidance from the IRS. Definition ...- Authors: Patrick Tricker
- Date: Jun 2016
- Competency: Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Public Policy
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Partial Annuitization Using a Deferred Income Annuity Rider
Rider The article discusses PLR 201632004, which addresses the partial annuitization rules of IRC section ... section 72(a)(2) in the context of a deferred income annuity rider attached to a variable deferred annuity ...- Authors: Bryan W Keene, Patrick Tricker
- Date: Oct 2016
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities; Annuities>Payout annuities; Annuities>Product development - Annuities; Annuities>Variable annuities