Securities and Exchange Commission Rule 151A and Annuities: Issues and Legislation

Webel, Baird ; Miller, Rena S.

Library of Congress. Congressional Research Service.

关键词: Finance;    Annuities;    Pensions;    Retirement income;    Life insurance;   

RP-ID  :  R40656
RP-ID  :  R40656_2010Jul01

美国|英语

来源: UNT Digital Library

【 摘 要 】

This report explains the different types of annuities, the taxation of annuities, and disentangles the federal and state roles in the regulation of annuities. It outlines the SEC rule, including practical considerations for implementation. It also discusses congressional action in response to the SEC rule.