Annuities Answer Book Cumulative Supplement Author:John T. Adney, Joseph F. McKeever, Barbara N. Seymon-Hirsch Panel's new Annuities Answer Book is the most comprehensive, up-to-date resource available on both fixed annuities and variable annuities. Thorough analysis is provided of such issues as the different types of annuities, taxation of annuities, loads, using annuities for individual retirement funding, trust funding or estate funding, and other u... more »ses of annuities. The Answer Book also provides clear explanations of the regulations governing annuity products such as SEC investment guidelines, ERISA and Department of Labor restrictions, insurance company rules, and key criterion from individual states. Some of the specific topics covered in the Annuities Answer Book include: * Basic annuity structures along with their uses, advantages and disadvantages
* Regulations on the sale of annuities
* Tax implications of annuities
* ERISA qualifications for fixed annuities
* Investment options and their implications for variable annuities