Annuities Answer Book (The Panel answer book series)

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9781567068115: Annuities Answer Book (The Panel answer book series)
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Panel's new Annuities Answer Book is the most comprehensive, up-to-date resource available on both fixed annuities and variable annuities. Thorough analysis is provided of such issues as the different types of annuities, taxation of annuities, loads, using annuities for individual retirement funding, trust funding or estate funding, and other uses of annuities. The Answer Book also provides clear explanations of the regulations governing annuity products such as SEC investment guidelines, ERISA and Department of Labor restrictions, insurance company rules, and key criterion from individual states.

Some of the specific topics covered in the Annuities Answer Book include:

* Basic annuity structures along with their uses, advantages and disadvantages
* Regulations on the sale of annuities
* Tax implications of annuities
* ERISA qualifications for fixed annuities
* Investment options and their implications for variable annuities
* Fee structures and commissions
* Tax sheltered uses of annuities
* And more!

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Other Popular Editions of the Same Title

9780735548121: Annuities Answer Book: Cumulative Supplement (Panel Answer Book Series)

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ISBN 10:  0735548129 ISBN 13:  9780735548121
Publisher: Aspen Publishers, 2004
Softcover

9780735537927: Annuities Answer Book: Cumulative Supplement

Aspen ..., 2003
Softcover

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Adney, John T.; Mckeever, Joseph F., III; Seymon-hirsch, Barbara A.
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John T. Adney; Joseph F., III Mckeever; Barbara A. Seymon-hirsch; Barbara Seymon-Hersch; Donald Levy
Published by Aspen Pub (1998)
ISBN 10: 1567068111 ISBN 13: 9781567068115
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