Annuities and the Securities and Exchange Commission Proposed Rule 151A

Annuities and the Securities and Exchange Commission Proposed Rule 151A

Date: October 22, 2008
Creator: Webel, Baird
Description: 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.
Contributing Partner: UNT Libraries Government Documents Department
Securities and Exchange Commission Rule 151A and Annuities: Issues and Legislation

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

Date: July 1, 2010
Creator: Webel, Baird & Miller, Rena S.
Description: 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.
Contributing Partner: UNT Libraries Government Documents Department
Securities and Exchange Commission Rule 151A and Annuities: Issues and Legislation

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

Date: July 29, 2010
Creator: Webel, Baird & Miller, Rena S.
Description: 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 legal and congressional action in response to the SEC rule.
Contributing Partner: UNT Libraries Government Documents Department