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Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions
trans- action is applied to the policy. Avoiding direct references to detailed product specifics (like ... early distributions, 1035 exchanges, or Long Term Care rider charges, for example. Form 1099-R and the ...- Authors: Scott Koehler
- Date: Oct 2017
- Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Taxing Times
- Topics: Actuarial Profession>Best practices; Public Policy; Technology & Applications>Software
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Topics of Interest to Consulting Actuaries
qualified plans. Other federal agencies have no direct functions with respect to pen- sion plans. However ... and ever increasing segment of the public has a direct welfare interest. (2) More particularly, many ...- Authors: Society of Actuaries
- Date: Nov 1956
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Professional Values>Public interest representation
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession>Best practices; Pensions & Retirement>Corporate plans; Public Policy