An annuity can give you guaranteed income, but choosing the wrong one could create a liquidity problem. Here's what not to do ...
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What Is a Non-Qualified Annuity?
In this guide, we’ll break down how non qualified annuities work, their tax implications and help you decide if they’re the ...
Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.
Is a fixed index annuity the right investment for you? This guide will explain how fixed index annuities work, and when they may or may not be a smart choice.
The fund seeks to match the return (income and capital appreciation) (before fees, charges and taxes) of the S&P/ASX 300 Accumulation Index. To closely track the Index, the fund employs optimization ...
Immediate annuities also mitigate sequence-of-returns risk, reducing the chance of depleting a portfolio because of market ...
Interest earned on a deferred annuity isn't taxed until you make a withdrawal. Annuity returns depend on several factors, including the type of account and the performance of the index it's ...
Under such an arrangement, an employee postpones receiving salary and wages to a later year. Treat the deferred salary and wages as employment income in the year the employee earns the amount. Report ...
Non-qualified contracts offer tax-deferred growth of after-tax funds and have no required withdrawals until annuitization, as defined by the annuity's contract. Roth IRAs have no minimum ...
The White House announced details Tuesday of a “deferred resignation” offer it made to federal employees that allows them to resign with pay through Sept. 30. Here’s what we know about the ...