Tax – Page 3 – [BonkNote]

Policy Taxonomy <Bonk: How do you think about Life Insurance Policies? Another way? Choice A Choice B Choice C

Inside Buildup These two meetings, plus the announced intention of some members of Congress and the Treasury Department to consider taxing the inside buildup of cash values, adds a note of uncertainty to our discussion today. — Paul J. Overberg 1983 – SOA – Individual Life Insurance, Society of Actuaries – 22p JULY 19, 1985 Impact of…

IRS – Internal Revenue Service Tax – Index Guideline Premiums / CVAT 818c – IRC – Internal Revenue Code 1035 – IRC – Internal Revenue Code MEC TEFRA etc IRS Historical Fact Book:A Chronology, 1646-1992 – [link] https://www.irs.gov/pub/irs-soi/71dbfullar.pdf During the course of….we ascertained that there were very few people within the Federal Government with an understanding…

7702 – IRC – Internal Revenue Code IRS – Section 7702.—Life Insurance Contract Defined – irs.gov/pub/irs-drop/rr-05-6.pdf jct.gov/publications/?searchWithin=7702&sort=dateASC&it=content&mpp=48 Christian J. DesRochers, John T. Adney Robert MARKS: Do any companies have concerns regarding not being able to charge a premium that would be high enough to mature the policy on a current interest rate basis with the…

JCT – The Joint Committee on Taxation jct.gov/ 2023 – JCT – https://www.jct.gov/getattachment/b2168cb1-1026-4e58-9f62-65802dddfa79/x-51-23.pdf Joint Committee on Internal Revenue Taxation Chapter 23 – Records of the Joint Committees of Congress 1789-1968 1989 1016 – Report – Taxation of Life Insurance Companies – By the Joint Committee on Taxation (JCT) – Background – 52p-GooglePlay jct.gov/publications/?subject_name=Insurance+%26+Finance jct.gov/publications/?subject_name=Insurance%20%26%20Finance&it=content&hawkfeatured=json&pg=21 1978 1978…

818c – IRC – Internal Revenue Code We conclude that resolution of all of these issues will have a considerable impact on Universal Life product profitability, with the 818(c)2 deduction having the most critical financial impact. What about all of our traditional products? — William R. Britton, Jr. 1983 – SOA – Individual Life Insurance, Society…

Taxes Tax Codes DOT – Department of the Treasury GCM 38934 Guideline Premium Guideline Level Premium Inside Buildup IRS – Internal Revenue Service Pete Stark transfer-for-value rule of section 101(a)(2) 1965 – LR – Treatment of Tax-Exempt Interests in the Taxation of Life Insurance Companies, Michael M. Boone – 10p My purpose is to: look…