Structured Settlements 4Real®Blog 2026
Structured settlements expert John Darer reviews the latest structured settlements and settlement planning information and news, and provides expert opinion and highly regarded commentary. that is spicy, Informative, irreverent and effective for over 20 years.
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Category: Settlement Planning: Taxes
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MORE TAXES+ GREATER INTRINSIC VALUE FOR NEW AND EXISTING STRUCTURES, even in a low interest rate environment. Check out the taxable equivalent yield chart at 4structures.com and see how that “puny 3% rate of return”, “ain’t too shabby” if you’re in the 40% tax bracket.
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Structured settlements and municipal bonds both offer income to payees that is tax exempt How do the risks compare between structured settlements and municipal bonds?
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IRS has issued Chief Counsel advice 200922041 which offers guidance on the meaning of “disabled” as it relates to IRC 72(m)(7), the disability exception to the 10%, pre 59 1/2 distribution penalties from IRAs and annuities (the use of “annuities” in this case does not include structured settlement annuities).