1
-
2
of
2
results (0.35 seconds)
Sort By:
-
IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts The article analyzes Private Letter Ruling 202031008, which considers how Internal Revenue Code sections 72(q) and (u) ...- 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
-
The Future of Individual Deferred Annuities
The Future of Individual Deferred Annuities This 1979 session focused on the future of individual deferred annuities. Topics included: 1. Regulatory and Tax Problems a. S.E.C.- Authors: John K Booth, Harold G Ingraham, Howard H Kayton, Daniel J McCarthy
- Date: Oct 1979
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Public Policy