Friday, May 04, 2007
IRS Looks at Use of Check to Move Annuity Funds
The Internal Revenue Service has come out with a holding that could affect efforts to shift assets from one annuity to another without triggering income tax problems.
IRS Looks at Use of Check to Move Annuity Funds
Source: National Underwriter (subscription required)
IRS Looks at Use of Check to Move Annuity Funds
Source: National Underwriter (subscription required)