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  • IRS Rules Lifecycle Funds Comply with Investor Control Doctrine
    IRS Rules Lifecycle Funds Comply with Investor Control Doctrine Discusses PLR 201105012, the investor control doctrine, and how the IRS concluded that shares of a Lifecycle Fund, available only ...

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    • Authors: Bryan W Keene
    • Date: Sep 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Variable annuities; Life Insurance