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Valuing IRA Annuities in Roth IRA Conversions (PDF)
Eversheds SutherlandLink to more items from this source
Aug. 23, 2005

2 pages. Excerpt: On August 19, 2005, the Treasury issued proposed and temporary regulations governing the valuation of annuity contracts in conversions from traditional IRA's to Roth IRA's. Pursuant to Code sections 408(d)(1) and (2), and as provided in Treas. Reg. §1.408A-4, Q&A-7 as adopted in 1999, the amount converted from the traditional IRA is treated as distributed and taxable in the year of conversion.

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