Wealth & Risk Management Blog

William Byrnes (Texas A&M) tax & compliance articles

Safe Harbor for Policies Maturing After Age 100

Posted by William Byrnes on September 12, 2010


The IRS’ Rev. Proc. 2010-28 finally provides guidance on life insurance contracts that now include maturity dates extending well beyond the insured’s 100th birthday.  The IRS Revenue Procedure addresses the actuarial realties of increased longevity, but more importantly it helps clarifies when policy distributions will or will not be taxable to the insured.

Today’s analysis by our Experts Robert Bloink and William Byrnes is located at AdvisorFX Journal Safe Harbor for Policies Maturing After Age 100

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