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Annuity Archives Annuity Archives
  1. 151A
  2. 60-Day Waiver from IRS Can Save a Rollover
  3. A Taxing Situation
  4. Annuities as Mortgage Collateral
  5. Annuities, IRAs and Income in Respect of a Decedent
  6. Annuity Buyer Profile
  7. Answering the Bells and Whistles
  8. Avoiding Disasters in Contract Structuring
  9. Cash Value of Deferred Annuities: Exempt From Creditors or Not?
  10. Changes to IRAs and Qualified Employer-Sponsored Retirement Plans
  11. Constitutional Claims Fail to Prevent Closing of Roth IRA Loophole
  12. Contract Structure Traps for Nonqualified Annuities
  13. Effect of Rules on Joint Ownership
  14. Final Regulations on Minimum Required Distributions
  15. Fixed Annuity Future Looks Bright
  16. Fully Insured Pension Plans
  17. Gifts of Annuities or Life Insurance to Minors
  18. Immediate Annuities Should Be Part Of A Retirement Income Plan
  19. Impact of the 2003 Jobs and Growth Tax Act
  20. Index Annuities: Insurance Product or Security?
  21. Indexed Annuities
  22. Indexed Annuities: Too Good to be True?
  23. Inverted Yield Curve
  24. IRS Announces Supplemental Information Regarding RMD's
  25. IRS Permits Creation of IRA Sub-Accounts After Required Beginning Date
  26. Just How Affected is Estate Planning by Current Federal Proposals?
  27. Latest from NAFA
  28. Letter from NAFA
  29. Majority Against Rule 151A
  30. Making the Most of Available Resources
  31. NAFA - A Study in Strength
  32. NAFA ALERT
  33. NAFA Answer To Newsweek
  34. NAFA Interview with the Wall Steet Journal
  35. NAFA Notes
  36. NAFA Response to WSJ
  37. NAFA Roundtable
  38. NAFA Update
  39. NAFA Update
  40. NAFA Update
  41. NAFA Update
  42. NAFA Update
  43. NAFA White Paper
  44. NAFA-Benefits of Fixed Annuities
  45. NASD Guidance on EIAs
  46. New PLR Adds More Flexibility To 72(t) Election
  47. New Required Distribution Rules
  48. Partial 1035 Exchanges
  49. President's 2004 Budget Proposals
  50. Qualified Plan Insurance Partnerships (QPIP)
  51. Recalculated SEPP (Substantially Equal Periodic Payments)
  52. Recent NAFA Release
  53. Reply to Business Week
  54. Response to Dateline Piece
  55. Response to: Equity Indexed Annuities Are Still a Bad Idea
  56. Rollover Pointers
  57. Rule 151A
  58. SEP's for Year End
  59. Summary of the New Tax Law
  60. Supreme Court says IRAs are Exempt Assets in Bankruptcy
  61. Tax Court Defeats Mother’s Attempt to “Double her pleasure, double her fun” In Gifting
  62. Tax Court Finds Accumulated Earnings “Reasonable”
  63. Tax-Free Withdrawal From IRA For Charitable Contribution
  64. Taxing Social Security Benefits: Deferred Annuities and IRAs Can Help
  65. The Cry Over Indexed Annuities: Fact or Fiction
  66. The Right Combination
  67. The Truth About Equity Index-Linked Fixed Annuities
  68. Understanding Contract Structure
  69. Urgent Request from NAFA
  70. Wall Street Journal Response
  71. Where have all the salespeople gone?

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