Featured Jobs
|
Retirement Plan Quality Assurance Specialist ERISA Services Inc.
|
|
July Business Services
|
|
Leading Retirement Solutions
|
|
Fringe Benefit Group
|
|
Defined Contribution Account Manager Nova 401(k) Associates
|
|
Senior Retirement Plan Advisor HORAN Wealth
|
Free Publications
|
|
Draft of IRS Publication 939: General Rule for Pensions and Annuities (PDF)
Internal Revenue Service [IRS] 
[Official Guidance] Nov. 5, 2025 Rev. Dec. 2025; 86 pages. "This publication gives you the information you need to determine the tax treatment of your pension and annuity income under the General Rule.... The General Rule is one of the two methods used to figure the tax-free part of each annuity payment based on the ratio of your investment in the contract to the total expected return." MORE >> |
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |