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1-24 out of 24 article(s)

Title	Author	Type	Date	Words
How to build laddered, tax-deferred annuity contracts: take these steps to reduce the tax bite when your client cashes in mature U.S. Savings Bonds.	Quinn, Jack		Jun 1, 2009	912
Private annuity defers gain.	Reichert, Charles J.		Mar 1, 2009	766
Unraveling the mysteries of the Florida exemptions for life insurance and annuity contracts.	Gopman, Jonathan E.; Turko, Matthew N.; Hujsa, Howard M.		Jan 1, 2009	3648
Unraveling the mysteries of the Florida exemptions for life insurance and annuity contracts.	Gopman, Jonathan E.; Turko, Matthew N.; Hujsa, Howard M.		Dec 1, 2008	5661
Watch out for private annuities: favorable income tax treatment would be curtailed under proposed regulations.	Josephs, Stuart R.		Jul 1, 2008	3318
Cook won't excuse estate from table.	Earles, Melanie J.		Jun 1, 2008	540
Final 403(b) Regulations Offer Planning Opportunities And Some Surprises For Plan Sponsors.			Aug 30, 2007	2292
Charitable Lead Annuity Trusts - How A Charitable Lead Annuity Trust Can Be Used Advantageously In One's Estate Plan.			Jul 25, 2007	1044
Sec. 403(b) annuity included in bankruptcy estate.	O'Driscoll, David		May 1, 2006	677
A primer on annuities.	Schulman, Michael David		Jan 1, 2006	2666
Private annuity not subject to OID provisions.	O'Driscoll, David		Mar 1, 2004	589
Qualified annuity can be based on two lives .	O'Driscoll, David		May 1, 2003	1274
Partial exchange of annuity contract is nontaxable.	Decredico, David		Jun 1, 1999	887
Effect of OID final regs. on private annuities.	Lee, Shirley K.		Jun 1, 1999	3568
Variable annuities and current tax law.	Williams, Wayne		Apr 1, 1999	795
Distinguishing church plans under ERISA and the Code.	Faris, Christine		Jun 1, 1996	1671
Employers slow to respond to voluntary IRS 403(b) plan compliance program.		Brief Article	Sep 1, 1995	380
Increasing-annuity payments make GRAT more attractive.	Taylor, Rick J.		Jun 1, 1995	637
GRATs eligible for grantor trust status.	Harman, Gregory A.		Jan 1, 1995	457
Exchanging life insurance and annuity contracts.	Hira, Labh S.		Aug 1, 1994	2540
GRATs represent a significant opportunity, particularly for S shareholders.	Coplan, Robert B.		Jan 1, 1994	745
Charitable gift annuities as a planning technique.	Taylor, Richard J.		Jun 1, 1993	1131
IRS blesses short-term, high-income GRATs.	Henderson, Tracie K.		Jun 1, 1993	756
Taxpayer's right to receive payments under an annuity policy is income when annuity is purchased.	Patterson, Martha Priddy	Brief Article	Jun 1, 1992	412

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