This Is the Basic Tax Rule for Annuity Payments
Tax Facts experts explain how to look at taxing an annuity payment, or "amounts received as an annuity."
What Are Gift Tax Issues With Annuities?
Tax Facts experts answer: What constitutes a gift of an annuity and What constitutes a gift of a premium?
Navigating the Maze of Variable Annuities
Tax Facts experts explain the nuts and bolts of the annuity world, like what is a variable deferred annuity and an indexed variable annuity.
What Are Taxes on a Lump Sum Payout of an Annuity?
Find out the tax consequences when an annuity owner takes the lifetime maturity proceeds or cash surrender value in a lump sum cash payment.
The Taxation of Precious Metals and Collectibles
Our Tax Facts experts answer questions on the tax treatment of these alternative investments.
Qualified Longevity Annuity Contracts and Retirement Planning
The experts at Tax Facts discuss QLACs, a type of annuity in retirement accounts that meets certain IRS requirements.
Succession Planning and Key Person Life Insurance: The Tax Implications
The experts at Tax Facts discuss the tax and estate planning issues surrounding the death of a company's leader.
Tax Issues in Business Valuation
The experts at Tax Facts answer questions on how to value a small business.
The Tax Advantages of Domestic Asset Protection Trusts
The Tax Facts experts explain what domestic asset protection trusts are and advise on how to make the most out of them.
Tax Planning for Business Succession and Stock Purchase Agreements
Tax Facts experts answer questions regarding regarding business succession and stock purchase agreements.