 swiss annuity vs IRS crackdown on accountants, Have until oct 15 |
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BenefitsLink Message Boards > Retirement Plans > Estate Planning Aspects of IRAs and Retirement Plan Benefits  |
  Sep 21 2009, 11:15 AM
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Registered User Group: Registered Posts: 332 Joined: 10-May 08 From: The error returned was: Member No.: 26,888  |
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This post has been edited by Blinky the 3-eyed Fish: Sep 21 2009, 03:44 PM
Reason for edit: Double post no more
-------------------- Lance Wallach, CLU, ChFC, CIMC, speaks and writes extensively about VEBAs, retirement plans, and tax reduction strategies. He speaks at more than 50 national conventions annually and writes for more than 30 publications. For more information and additional articles on these subjects, visit www.vebaplan.com or call 516-938-5007.
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Sep 21 2009, 12:59 PM
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Registered User Group: Registered Posts: 1,022 Joined: 18-February 00 From: Utah Member No.: 3,652 |
The article has nothing to do with the heading "swiss annuity vs IRS". Most Swiss annuities are compliant with US tax laws. And since they provide tax-deferred inside buildup, there is no taxable income to disclose to IRS until the contract is surrendered or withdrawals are taken.
This article should be deleted since you posted it on another thread already. |
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Sep 21 2009, 02:52 PM
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Registered User Group: Registered Posts: 893 Joined: 17-May 05 Member No.: 14,641 |
And it's a double post: http://benefitslink.com/boards/index.php?s...c=43396&hl=
-------------------- "He attacked everything in life with a mix of extraordinary genius and naive incompetence, and it was often difficult to tell which was which." - Douglas Adams (last updated: 10/12/09)
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Sep 27 2009, 11:17 AM
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Registered User Group: Registered Posts: 2,139 Joined: 23-July 06 Member No.: 16,532 |
QUOTE (VEBAPLAN @ Sep 27 2009, 09:36 AM)  Blinky the 3-eye... You added me as a friend? I find your posts to be self-indulgent and wasteful of my time. Wow! There must an alternate universe that Lance inhabits. -------------------- John Simmons
jsimmons@ida.net Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation. |
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Sep 27 2009, 06:00 PM
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#5
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Registered User Group: Registered Posts: 332 Joined: 10-May 08 From: The error returned was: Member No.: 26,888 |
The man that has been removing the posts can give the details.
-------------------- Lance Wallach, CLU, ChFC, CIMC, speaks and writes extensively about VEBAs, retirement plans, and tax reduction strategies. He speaks at more than 50 national conventions annually and writes for more than 30 publications. For more information and additional articles on these subjects, visit www.vebaplan.com or call 516-938-5007.
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 Oct 23 2009, 12:31 PM
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#6
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Registered User Group: Registered Posts: 332 Joined: 10-May 08 From: The error returned was: Member No.: 26,888 |
I am going to Switzerland to learn more about Swiss Annuities, so start thinking of questions.
-------------------- Lance Wallach, CLU, ChFC, CIMC, speaks and writes extensively about VEBAs, retirement plans, and tax reduction strategies. He speaks at more than 50 national conventions annually and writes for more than 30 publications. For more information and additional articles on these subjects, visit www.vebaplan.com or call 516-938-5007.
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| Lo-Fi Version | Time is now: 21st November 2009 - 10:54 PM |