Demystifying Annuity Taxation
Join us for this informative presentation on the common and often-confusing taxation issues that examiners encounter in handling annuity claims. Required Minimum Distributions / 72(s) requirements, taxation and reporting of transactions by tax qualification, cost basis allocations, disclaimers, and tax issues with foreign beneficiaries will all be reviewed. We aim to provide useful information in a manner that can be easily relayed to your teams at the home office.
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