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  • Possible Opportunities for Product Design: the IRS Advises on a Notice That Does Not Apply to Non-Qualified Annuities
    to develop income options under non-qualified annuity contracts that provide flexibility for contract ... denying them treatment as “amounts received as an annuity” under section 72. Simultane- ously, the IRS and ...

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    • Authors: John Adney, Mark E Griffin
    • Date: Oct 2016
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Taxing Times
    • Topics: Annuities>Payout annuities