Announcement: SOA releases passing candidate numbers for September 2024 Exam SRM.

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  • Partial Annuitization Using a Deferred Income Annuity Rider
    Partial Annuitization Using a Deferred Income Annuity Rider The article discusses PLR 201632004, which addresses the partial annuitization rules of IRC section 72(a)(2) in the context of a ...

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    • Authors: Bryan W Keene, Patrick Tricker
    • Date: Oct 2016
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Taxing Times
    • Topics: Annuities>Individual annuities; Annuities>Payout annuities; Annuities>Product development - Annuities; Annuities>Variable annuities