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Variable Annuity Hedging Directive – A Long and Winding Road
Variable Annuity Hedging Directive – A Long and Winding Road This article outlines the IRS directive published in July 2014, which provides a safe harbor treatment for variable annuity hedging ...- Authors: Timothy Branch
- Date: Oct 2014
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Finance & Investments>Derivatives; Financial Reporting & Accounting>Tax accounting; Public Policy
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ACLI Update
ACLI Update Frist Quarter 2022 updates on tax issues involving: IRS publication of 7702 60-month avg. applicable federal interest rates, OECD Global Minimum Tax, final Foreign Tax Credit ...- Authors: Regina Y Rose
- Date: Feb 2022
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Finance & Investments; Finance & Investments>Investments; Public Policy; Public Policy
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Planning Today for Tomorrow’s Retirement
Planning Today for Tomorrow’s Retirement This article illustrates how today’s retirement system tools have potential to achieve financially secure retirement and lists options for system ...- Authors: Zenaida Samaniego
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness
- Topics: Finance & Investments>Investments; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy; Social Insurance