Tax Rules for
    Offshore Variable Annuities

    by Vernon Jacobs

  • Definition of Annuities
  • Multiple Types of Annuities
  • U.S. Income Taxation of Variable Annuity Proceeds
  • U.S. Estate Taxation of Annuity Benefits
  • Life Insurance Policies That Are Taxed Like Annuities
  • Benefits of Offshore Variable Annuities
  • Some Disadvantages of Offshore Variable Annuities 
  • Due Diligence for Offshore Variable Annuities 
  • Some Technical Issues
  • Some Company Information 

International Tax Traps for
U.S. Persons and Companies

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