Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Revenue Procedure 2008-24 and Partial Annuity Exchanges: Where Are We?
    exchange transaction, which is defined as the “direct transfer of a portion of the cash surrender value ... Indirect exchanges—Rev. Proc. 2008-24 applies to “direct transfers” of cash surrender portions, which in ...

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    • Authors: Kirk Van Brunt
    • Date: Sep 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Annuities>Individual annuities