457 eligible governmental plan or a tax-sheltered
annuity described in Sec.
Prior to 2002, taxpayers could not roll over a distribution from a Traditional IRA into a tax-sheltered
Giving money to charity can be a highly effective way to accumulate a larger tax-sheltered
nest egg for a more prosperous retirement and help you transfer more of your assets to your children and other heirs.
The IRS tax-sheltered
annuity voluntary correction (TVC) program, established under revenue procedure 95-24 and announced in April, allows employers offering section 403(b) tax-sheltered
annuities to voluntarily bring their plans into compliance with the code.
One of the best things you can do for your future is to save as much as you can in a tax-sheltered
Although SBL maintains a strong business position in the tax-sheltered
annuity market, the operational profile is concentrated almost exclusively in annuities, as the company only has a negligible amount of non-annuity reserves.
SBL has a very strong business profile because of its well-established position in the tax-sheltered
annuity market, specifically in the K-12 portion of the retail 403(b) market segment.