A New Look at Annuities:  Greater Flexibility Adds to Tax Advantages

Daily Report for Executives

In this article, Anthony Provenzano and Adrian Morchower discuss the increased interest in annuities and the new products that insurance companies are offering based upon these demands. Annuities can provide significant tax benefits when compared to other, traditional investment products, in addition to structured lifetime payments. Provenzano and Morchower provide an overview of the general tax principles of nonqualified, commercial annuity contracts and the legal framework for some of today's more complex annuity products and techniques.

This article also appeared in BNA Pension & Benefits Daily, July 9, 2013.

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