A traditional IRA is first used to purchase an annuity, and then some months later, the traditional IRA is converted into a Roth IRA. Because of the penalty associated with the surrender of the annuity, the fair market value of the annui... E Lichtig - US 被引量: 42发表: 2003年 New...
Internal Revenue Service (IRS) to issue final regulations regarding the conversion of annuity contracts from non-Roth Individual Retirement Accounts (IRAs) to Roth IRAs under Code Section 408A. It states that the $100,000 AGI limit on the conversion of a traditional IRA to a Roth IRA is ...
原文: Needed: The Right of a Retiree to Convert a 401(k) Account into a Federally Guaranteed Annuity By Lawrence A.Frolik America’s retirees are faced with a potential financial disaster. Economic security in retirement has long depended on Social Security, private savings, and employer-provide...