This working group was formed to examine various income tax issues associated with section 1035 exchanges involving non-qualified annuity contracts. The working group holds periodic calls to discuss the issues the group has identified. The working group also prepares draft resource papers on the issues that will be circulated to the entire Committee of Annuity Insurers. The papers will identify the relevant authorities and discuss the pros and cons of alternative interpretations that might be taken with respect to the issues.
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