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  • In the Beginning ... How Are Nonqualified Annuities Taxed?
    individual, the statute’s rules apply as if the “primary annuitant” were the owner, and if the annui- tant ... investment income tax” imposed by the 2010 health care legislation. The tax under section 1411 applies ...

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    • Authors: John Adney
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Annuities; Public Policy
  • Take Charge
    Take Charge Professional development opportunities from the Society of Actuaries. Professional ... involved in managing the financial control of a health care company. bit.ly/PRFecourse Notice of Disciplinary ...

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    • Authors: Society of Actuaries
    • Date: Feb 2016
    • Competency: Professional Values>Practice expertise
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development