IRS PLR: Contingent Deferred Annuity Contract Qualifies as Annuity (IRC §72)
The IRS ruled that a contingent deferred annuity contract qualifies as an annuity contract under § 72. The ruling covers the tax treatment of the contract’s guaranteed payments, the lack ...
Kiplinger3y
One Beneficiary Mistake You Really Don’t Want to Make
The contingent beneficiaries will receive the ... Beneficiary designations trump your will: So get them right Because annuities, life insurance policies and retirement plans list beneficiaries ...
TheStreet.com1mon
Tax-Smart Ways to Divide Your IRA & Retirement Accounts Among Your Heirs
The contingent beneficiary would come into play ... and carry a different rule), the traditional IRA and the annuity IRA will both require distributions to be added in as ordinary income on ...
Business Wire25d
Midland Advisory Focused on Growing Registered Investment Advisor Channel Presence
“Contingent deferred annuities are becoming a crucial part of our portfolio offerings, providing tailored insurance options that can effectively support retirement plans. We are excited to see ...
Hosted on MSN1mon
Divide Your IRA & Retirement Accounts Among Your Heirs (Tax-Smartly)
The contingent beneficiary would come into play ... and carry a different rule), the traditional IRA and the annuity IRA will both require distributions to be added in as ordinary income on ...