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  • In the Beginning... A Column Devoted to Tax Basics

    In the Beginning... A Column Devoted to Tax Basics This article provides a basic introduction to the taxation of qualified annuities held in qualified retirement plans and IRAs. The article has ...

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    • Authors: Michael L Hadley
    • Date: Oct 2023
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
  • TAXING TIMES Looks Back

    TAXING TIMES Looks Back The article introduces two previously published articles. TAXING TIMES, November 2024 In addition to our articles on current, cutting-edge tax topics, TAXING TIMES Times ...

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    • Date: Nov 2024
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • 7702A Reduction in Benefits Testing: A Simplified Approach

    7702A Reduction in Benefits Testing: A Simplified Approach This article provides an alternative method to the computation of the Reduction in Benefits Test under 7702A. Part 1 provided for ...

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    • Authors: Larry Hersh
    • Date: May 2022
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy