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IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
Internal Revenue Code sections 72(q) and (u) apply to an annuity contract issued to a trust. In particular ... deferred annuity contract is issued to a grantor trust or a non-grantor trust. The Ruling’s analysis ...- Authors: Eric Lanning, Bryan W Keene
- Date: Nov 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Payout annuities; Public Policy; Annuities>Deferred annuities
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Implications of the Perceptions of Post Retirement Risk for the Life Insurance Industry: Inside Track Marketing Opportunity, But Requiring Focused Retooling
Society of Actuaries, All Rights Reserved 2 TABLE OF CONTENTS I. EXECUTIVE SUMMARY ............ ... . 109 e. More effective lifetime COLA payout annuity ....................................... 109 f ...- Authors: Steve Cooperstein
- Date: Mar 2011
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Annuities; Annuities>Marketing and distribution - Annuities; Economics>Behavioral economics; Life Insurance>Marketing and distribution - Life Insurance; Long-term Care
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Session 097: Global Aging and Product Innovation
follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... 0% 35.0% 40.0% 45.0% 1950 1960 1970 1980 1990 2000 2010 2020 2030 2040 2050 2060 actual (26.0%) (14 ...- Authors: Douglas Andrews, John Robinson, Hajime Morimoto, Matt Singleton
- Date: Feb 2020
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Marketing and distribution - Annuities; Demography; Demography>Longevity