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Annuities Research & Guidance

Turn to Bloomberg BNA Tax & Accounting's resource and reference tools for detailed analysis and guidance on annuities as part of our extensive coverage of pension and retirement plans. Bloomberg BNA gives you expert-written, in-depth analysis, real-life scenarios and examples, working documents, and much more. Our leading coverage of annuities includes life insurance, lump-sum distributions, deferred compensation arrangements, tax-deferred annuities, Section 403(b), and more. Our team of practitioners — leading experts in their respective fields — gives you timely updates on the latest developments to help you reduce research time and improve your best practices. You'll also get practice tools, working papers, client letters, source documents, practice tools, and sample forms.

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Bloomberg BNA's Compensation Planning Portfolios Library shares the experience of leading tax and ERISA practitioners ...
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The Compensation Planning Journal keeps you abreast of such wide-ranging compensation planning issues as qualified plan ...
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Tax-Deferred Annuities — Section 403(b) examines tax-deferred annuities governed by Code §403(b).