Death and Taxes

December 2001
Advisor Today;Dec2001, Vol. 96 Issue 12, p62
Trade Publication
Addresses the challenges in clarifying annuity distributions and how they are taxed. Difference between a death and a non-death distribution; Uncertainty in the tax characterization applied to the distributions upon the annuitant's death in an annuitant-driven contract; Example of the faulty annuity structure.


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