Index

A

Actuarial Tables, Actuarial Tables
How to use, How To Use Actuarial Tables
Unisex, Unisex Annuity Tables
Adjustments to total cost, Adjustments
Annuity starting date, The annuity starting date
Assistance (see Tax help)

D

Death benefit exclusion, Death benefit exclusion.

E

Election
Post-June 1986 contributions, Contributions made both before July 1986 and after June 1986., Annuity received after June 30, 1986.
Pre-July 1986 contributions, Contributions made both before July 1986 and after June 1986.
Employment abroad, Foreign employment.
Exclusion limited to net cost, Exclusion limited to net cost.
Exclusion not limited to net cost, Exclusion not limited to net cost.
Exclusion ratio, Step 3.
Expected return, Expected Return

F

Fixed period annuity, Types of pensions and annuities., Fixed period annuity.
Foreign employment, Foreign employment.
Free tax services, Free help with your tax return.

G

General Rule
Who must use the, Who must use the General Rule.

I

Increase in payments, Increase in annuity payments.
Investment in the contract, Investment in the Contract

N

Net cost, Net cost.
Nonqualified employee plans, General Information

P

Part-year payments, Part-year payments.
Periodic payments, taxation of, Taxation of Periodic Payments
Publications (see Tax help)

Q

Qualified plans, Introduction

S

Single life annuity, Single life annuity.
Survivor annuities, Different payments to survivor.

W

Withholding of tax, Withholding tax and estimated tax.

More Online Publications