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New Tax Guidance on Use of Annuities in Retirement Plans

May 2012
Employee Benefit Plan Review

Tax Practice Group attorneys W. Mark Smith, Carol A. Weiser and Joanna G. Myers co-authored “New Tax Guidance on Use of Annuities in Retirement Plans,” which was published in the May 2012 issue of Employee Benefit Plan Review. The article examines four new retirement income rules jointly issued by the IRS, the Department of Treasury and the White House as they relate to:

  • Longevity Annuities
  • Deferred Annuities and the QJSA/QPSA Rules
  • Rollovers From a 401K Plan to a Pension Plan
  • And, Partial Annuity Distributions Under Defined Benefit Pension Plans

To read the full article, click here.

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