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1

R, Brown Jeffrey. Joint life annuities and annuity demand by married couples. Cambridge, MA: National Bureau of Economic Research, 1999.

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2

1958-, Streiff Thomas F., ed. Annuities. 4th ed. Chicago, IL: Dearborn Financial Institute, 2004.

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3

1958-, Streiff Thomas F., ed. Annuities. 2nd ed. Chicago, Ill: Dearborn R&R Newkirk, 1997.

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4

David, Shapiro. Annuities. Chicago, IL: Dearborn R&R Newkirk, 1992.

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5

Duff, Richard W. The annuity blue book: How to avoid hidden traps and tax disasters when selling annuities. Denver, CO: R.W. Duff and T.M. Clark, 1997.

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6

Duff, Richard W. The annuity blue book: How to avoid hidden traps and tax disasters when selling annuities. 2nd ed. Denver, CO: R.W. Duff and T.M. Clark, 2001.

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7

Leeuwenburg, Patsy. Marketing annuities. 2nd ed. Atlanta, Ga: LOMA, 2008.

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8

Schuster, Thomas, and Leona Rüdt von Collenberg. Investitionsrechnung: Kapitalwert, Zinsfuß, Annuität, Amortisation. Berlin, Heidelberg: Springer Berlin Heidelberg, 2017. http://dx.doi.org/10.1007/978-3-662-47799-1.

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9

Cannon, Edmund Stuart. Annuity markets. New York: Oxford University Press, 2008.

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10

F, McKeever Joseph, and Seymon-Hirsch Barbara N, eds. Annuities answer book. 3rd ed. New York: Aspen Publishers, 2000.

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11

Association, Life Office Management, ed. Intro to annuities. [Atlanta, Ga.]: LOMA, 1996.

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12

Jack, Taylor. Taxing deferred annuities. [Washington, D.C.]: Congressional Research Service, Library of Congress, 1992.

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13

F, McKeever Joseph, and Seymon-Hirsch Barbara N, eds. Annuities answer book. New York: Panel Publishers, 1998.

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14

Pechter, Kerry H. Annuities for dummies. Hoboken, NJ: Wiley, 2008.

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15

F, McKeever Joseph, and Seymon-Hirsch Barbara N, eds. Annuities answer book. 2nd ed. New York: Aspen Publishers, 1999.

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16

Jack, Taylor. Taxing deferred annuities. [Washington, D.C.]: Congressional Research Service, Library of Congress, 1992.

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17

Pechter, Kerry H. Annuities for dummies. Hoboken, NJ: Wiley, 2008.

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18

Kazmierczak, Jeff. Variable annuity FAQs. Chicago: Dearborn, 2000.

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19

United States. Federal Employees' Retirement System. [Annuity benefit form]. Washington, DC: U.S. Office of Personnel Management, Retirement Programs, FERS Division, 1995.

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20

Parliament, Great Britain. Pensions Annuities (Amendment) Bill. London: Stationery Office, 2001.

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21

Davidoff, Thomas. Annuities and individual welfare. Cambridge, MA: Massachusetts Institute of Technology, Dept. of Economics, 2003.

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22

Saunders, Floyd D. Mutual funds and annuities. Washington, D.C: American Bankers Association, 1994.

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23

Parliament, Great Britain. Pensions Annuities (Amendment) Bill. London: Stationery Office, 2001.

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24

Davidoff, Thomas. Annuities and individual welfare. Cambridge, MA: Massachusetts Institute of Technology, Dept. of Economics, 2005.

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25

Conant, Susan. Financial aspects of annuities. 2nd ed. Atlanta: LOMA, 2007.

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26

Davidoff, Thomas. Annuities and individual welfare. Cambridge, Mass: National Bureau of Economic Research, 2003.

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27

Morris, Virginia B. Guide to understanding annuities. New York, NY: Lightbulb Press, 2004.

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28

Williamson, Gordon K. Getting started in annuities. New York: J. Wiley, 1999.

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29

Williamson, Gordon K. The 100 best annuities you can buy. New York: J. Wiley, 1995.

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30

Knox, David M. The Australian annuity market. Washington, D.C: World Bank, Policy Research Dissemination Center, 2000.

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31

Service, United States Internal Revenue. Pension and annuity income. 8th ed. [Washington, D.C.?]: Dept. of the Treasury, Internal Revenue Service, 1989.

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32

Tiller, John E. Life, health & annuity reinsurance. 3rd ed. Winsted, Conn: ACTEX Publications, Inc., 2005.

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33

Fagerberg, Tiller Denise, ed. Life, health & annuity reinsurance. 2nd ed. Winsted, Conn: ACTEX Publications, 1995.

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34

Bickley, Mary C. Regulation and taxation of annuities. Atlanta, GA: LOMA's Associate Annuity Products and Administration Program, 2001.

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35

R, Brown Jeffrey. Household ownership of variable annuities. Cambridge, Mass: National Bureau of Economic Research, 2006.

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36

Jonquet, Thierry. Trente-sept annuités et demie. Paris: Le Dilettante, 1990.

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37

Mitchell, Olivia S. Annuities for an ageing world. Cambridge, MA: National Bureau of Economic Research, 2002.

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38

Weisman, Steve. The truth about buying annuities. Upper Saddle River, N.J: FT Press, 2009.

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39

Shestopaloff, Yuri K. Mortgages and annuities: An introduction. Toronto: AKVY Press, 2010.

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40

The variable income annuities handbook. Hoboken, N.J: J. Wiley, 2006.

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41

Gantenbein, Marco, and Mario A. Mata, eds. Swiss Annuities and Life Insurance. Hoboken, NJ, USA: John Wiley & Sons, Inc., 2012. http://dx.doi.org/10.1002/9781119198130.

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42

Bickley, Mary C. Regulation and taxation of annuities. 2nd ed. Atlanta: LOMA, 2003.

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43

Clark, Robert L., and Janet Raye Cowell. Worker Choices About Payouts in Public Pensions. Oxford University Press, 2017. http://dx.doi.org/10.1093/oso/9780198808039.003.0008.

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Abstract:
This chapter reviews available data on the annuity choices offered to retirees who participate in defined benefit (DB) plans. DB plans are most commonly offered by state and local governments to their employees, and information on annuity options is readily available. The authors examine all state pension plans that cover general state employees and teachers, and develop a table showing the similarities and differences across these approximately eighty separate state retirement plans. The authors determine the proportion of retirees selecting each of the annuity options. Where possible, annuity options in the public sector are compared to those offered by private sector employers. The chapter also reviews the empirical literature on who chooses the various annuity options offered in DB plans. Finally, the authors consider the policy implications of plan design and how this affects the types of annuities offered to retirees.
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44

Chandler, Darlene K. The Annuity Handbook: A Guide to Nonqualified Annuities. 2nd ed. Natl Underwriter Co, 1998.

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45

The Annuity Handbook: A Guide to Nonqualified Annuities. 3rd ed. Natl Underwriter Co, 2002.

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46

Annuities. 3rd ed. Kaplan Publishing, 2001.

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47

Annuities. 3rd ed. Dearborn a Kaplan Professional Company, 2000.

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48

Dorris, Donna L. Test Preparation Guide for Aapa 303: Annuity Systems and Administration (Loma Series in Annuities). LOMA, 2004.

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49

Annuities Today. Dearborn a Kaplan Professional Company, 2002.

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50

Publishing, Dearborn Financial. Annuities Today. Kaplan Publishing, 2000.

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