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Taxation Section: In the Beginning…A Column Devoted to Tax Basics: How Does ERISA Apply to Annuities?
From the February 2019 Taxing Times: This edition of “In the Beginning” provides an introduction to ERISA how it affects annuities within tax-qualified plans. Written by Michael L. Hadley. Read by Dan Theodore.
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By Society of Actuaries (SOA)
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From the February 2019 Taxing Times: This edition of “In the Beginning” provides an introduction to ERISA how it affects annuities within tax-qualified plans. Written by Michael L. Hadley. Read by Dan Theodore.
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