March 2016
Intermediate to advanced
700 pages
144h 54m
English
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Selected References
Annuity Shopper’s Buyer’s Guide, January 2015, accessible at immediateannuities.com
Graves, Edward E. (Ed.). McGill’s Life Insurance, 9th ed. Bryn Mawr, PA: The American College, 2015, ch. 6.
Internal Revenue Service. General Rule for Pensions and Annuities, Publication 939.
Internal Revenue Service. Individual Retirement Arrangements (IRAs), Publication 590-A.
Internal Revenue Service. Individual Retirement Arrangements (IRAs), Publication 590-B.
Internal Revenue Service. Pension and Annuity Income, Publication 575.
Kuykendall, Lavonne. “Making the Case to Buy an Annuity,” The Wall Street Journal, March 8, 2011, p. C15.
Myers, Randy. “A Guide to Annuities & Retirement Income,” The Wall Street Journal, November 12, 2008, pp. ...
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