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September 2014 » Choosing an Annuity in 2014
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Bruce L. Resnik, JD, CPA/PFS
This author's May 2012 CPA Journal article, “Choosing an Annuity: What Accountants Need to Know,” remains a comprehensive primer on the various types of annuities available to individuals and discusses in detail estate and income tax treatments of those annuities. This current article will address how recent events—primarily the reduction in the level of interest rates and changes in individual income tax rates—have made some annuity products no longer attractive, while encouraging some companies to create new types of annuities that may be of interest to certain individuals, though not for their traditional purpose of generating retirement income.
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