annuity definition

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single life annuity definition

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3.420 documents for annuity definition

- 17 CFR 230.151 - Safe harbor definition of certain “annuity contracts or optional annuity contracts” within the meaning of section 3(a)(8).
- Code of Federal Regulations - Title 17: Commodity and Securities Exchanges
- Income taxes, etc.: Guaranteed annuity and lead unitrust interests; definition,
- FR, July 07, 2003
- Rules
- Internal Revenue Service
- Income taxes: Guaranteed annuity and lead unitrust interests; definition,
- FR, July 23, 2002
- Proposed rules
- Internal Revenue Service

- Rev. Rul. 2007-7
effectively excludes classes of beneficial ownership from the definition of "general public" as defined in Rev. Rul. 81-225, for purposes of investor control analysis. Investor control analysis is used to determine who owns (and is taxed on) income generated inside of variable contracts (e.g. variable life insurance contracts or variable annuity contracts).
- United States. Internal Revenue Bulletin
- August 14, 2009
- Duplicative, Confusing, and Legally Inaccurate: The Sec's Attempt to Regulate Fixed Indexed Annuities
Across the US many investors have seen their portfolios' value fall significantly during the recent credit crisis. Because of this, investors are reminded of the risk associated with equity investments. One financial product -- a Fixed Indexed Annuity (FIA) -- offers its owners the opportunity to participate in the gains of the stock market, with zero downside risk. However, the cost of an FIA may soon increase, thanks to a new rule that the Securities and Exchange Commission (SEC) recently finalized, Rule 151A, which is now tied up in litigation. This Note argues that the SEC's Rule is based on an incorrect theory of investment risk, overemphasizes the difference between investment risk and insurance risk, is unsupported by judicial precedent, and imposes substantial costs in exchange ...

... including an examination of the Rule's definition of investment risk, a consideration of the differe...
- Journal of Corporation Law
- Vol. 35 Nbr. 3, April 2010
- Estate and gift taxes: Grantor retained annuity trust and grantor retained unitrust; qualified interest definition,
- FR, September 05, 2000
- Rules
- Internal Revenue Service
- 20 CFR 216.67 - “Child in care.”
...PART 216: ELIGIBILITY FOR AN ANNUITY. Subpart G: Widow(er), Surviving Divorced Spouse, ...This definition is used to establish eligibility for the tier II c...
- Code of Federal Regulations - Title 20: Employees' Benefits
- Estate and gift taxes: Grantor retained annuity trust and grantor retained unitrust ; qualified interest definition,
- FR, June 22, 1999
- Proposed rules
- Internal Revenue Service
- 5 CFR 890.101 - Definitions; time computations.
... has the authority to approve payment of annuity, basic employee death benefit, or workers' compens...
- Code of Federal Regulations - Title 5: Administrative Personnel
- 20 CFR 220.161 - How work affects an employee disability annuity.
...See ? 220.145 for the definition of impairment-related work expenses. [56 FR 12980,...
- Code of Federal Regulations - Title 20: Employees' Benefits