Annuities Answer Book, Fourth Edition (9780735553620)



Annuities Answer Book, Fourth Edition is the most comprehensive, up-to-date resource available on both fixed annuities and variable annuities. It has been updated to include Roth IRAs, addressing the federal income tax issues that arise in connection with this new type of retirement product. Thorough analysis is also 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. Specific topics covered 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. This product is available on the Internet. Ask your CCH representative for details.


Product details

  • Hardback | 672 pages
  • Philadelphia, United States
  • English
  • Fourth ed.
  • 0735553629
  • 9780735553620


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