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Legal Alert: Additional Benefits Under Required Minimum Distribution Regulations

July 6, 2005

Under new tax regulations effective in 2006, required minimum distributions from qualified annuity contracts prior to annuitization must take account of the actuarial present value of additional benefits provided under the contract.  A working group of the Society of Actuaries has prepared a discussion paper considering actuarial assumptions and methods for reasonably determining those values.

Please click here to view the Sutherland's Legal Alert in full and the Society of Actuaries' discussion paper.

Any advice in this communication (including attachments) concerning a federal or state tax issue is not intended or written to be used, and cannot be used by the taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer.

Sutherland Legal Alerts are intended to provide clients with information on recent legal developments, not to render legal advice.  To forward this Legal Alert to a colleague, please click here.

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