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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