Annuities and the Securities and Exchange Commission Rule 151A [electronic resource].

Author/Creator:

Library of Congress. Congressional Research Service.

Publication:

[S.l] : [s.n.], 2009.

Format/Description:

Government document
Book
1 online resource (5 p., digital, PDF file)

Subjects:

Finance -- Law and legislation.
Insurance.
Securities.

Summary:

Explains different types of annuities, reviews taxation advantages of annuities, and addresses Federal and State roles in regulation of annuities. Outlines SEC-approved rule 151A, to reclassify equity-indexed annuities to be a security product as well as being an insurance product for tax purposes, and thus expand SEC oversight over these annuities.

Notes:

Record is based on bibliographic data in ProQuest U.S. Congressional Research Digital Collection (last viewed Dec. 2010). Reuse except for individual research requires license from ProQuest, LLC.
CRS Report.

Other format:

Microfiche version: Library of Congress. Congressional Research Service. Annuities and the Securities and Exchange Commission Rule 151A

Access Restriction:

Restricted for use by site license.

Online:

Connect to full text
http://hdl.library.upenn.edu/1017.12/1707746

Loading...