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Annuity ArchivesAnnuity Archives

  1. 60-Day Waiver from IRS Can Save a Rollover
  2. A Taxing Situation
  3. Annuities as Mortgage Collateral
  4. Annuities, IRAs and Income in Respect of a Decedent
  5. Annuity Buyer Profile
  6. Answering the Bells and Whistles
  7. Avoiding Disasters in Contract Structuring
  8. Cash Value of Deferred Annuities: Exempt From Creditors or Not?
  9. Changes to IRAs and Qualified Employer-Sponsored Retirement Plans
  10. Constitutional Claims Fail to Prevent Closing of Roth IRA Loophole
  11. Contract Structure Traps for Nonqualified Annuities
  12. Effect of Rules on Joint Ownership
  13. Final Regulations on Minimum Required Distributions
  14. Fixed Annuity Future Looks Bright
  15. Fully Insured Pension Plans
  16. Gifts of Annuities or Life Insurance to Minors
  17. Immediate Annuities Should Be Part Of A Retirement Income Plan
  18. Impact of the 2003 Jobs and Growth Tax Act
  19. Index Annuities: Insurance Product or Security?
  20. Indexed Annuities: Too Good to be True?
  21. Inverted Yield Curve
  22. IRS Announces Supplemental Information Regarding RMD's
  23. IRS Permits Creation of IRA Sub-Accounts After Required Beginning Date
  24. Just How Affected is Estate Planning by Current Federal Proposals?
  25. Letter from NAFA
  26. Making the Most of Available Resources
  27. NAFA Answer To Newsweek
  28. NAFA Interview with the Wall Steet Journal
  29. NAFA Notes
  30. NAFA Response to WSJ
  31. NAFA Roundtable
  32. NAFA White Paper
  33. NAFA-Benefits of Fixed Annuities
  34. NASD Guidance on EIAs
  35. New PLR Adds More Flexibility To 72(t) Election
  36. New Required Distribution Rules
  37. Partial 1035 Exchanges
  38. President's 2004 Budget Proposals
  39. Qualified Plan Insurance Partnerships (QPIP)
  40. Recalculated SEPP (Substantially Equal Periodic Payments)
  41. Recent NAFA Release
  42. Reply to Business Week
  43. Response to Dateline Piece
  44. Response to: Equity Indexed Annuities Are Still a Bad Idea
  45. Rollover Pointers
  46. SEP's for Year End
  47. Summary of the New Tax Law
  48. Supreme Court says IRAs are Exempt Assets in Bankruptcy
  49. Tax Court Defeats Mother’s Attempt to “Double her pleasure, double her fun” In Gifting
  50. Tax Court Finds Accumulated Earnings “Reasonable”
  51. Tax-Free Withdrawal From IRA For Charitable Contribution
  52. Taxing Social Security Benefits: Deferred Annuities and IRAs Can Help
  53. The Cry Over Indexed Annuities: Fact or Fiction
  54. The Right Combination
  55. The Truth About Equity Index-Linked Fixed Annuities
  56. Understanding Contract Structure
  57. Where have all the salespeople gone?

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