Annuities and the Securities and Exchange Commission Proposed Rule 151A

Webel, Baird

Library of Congress. Congressional Research Service.

关键词: Pensions;    Annuities;    Finance;    Securities;   

RP-ID  :  RS22974
RP-ID  :  RS22974_2008Oct22

美国|英语

来源: UNT Digital Library

【 摘 要 】

The Securities and Exchange Commission (SEC) recently released a proposed rule that would effectively reclassify equity indexed annuities as a security product in addition to being an insurance product. This report presents the different types of annuities, explains the taxation of annuities, and disentangles the federal and state roles in the regulation of annuities. It outlines the proposed SEC rule and its current status.