Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Tax FAQ: When annuity values are paid in installments, how are dividends taxed?
By Tax Facts OnlineDividends are taxed differently depending on whether they are taken before or after the annuity start date.
March 09, 2013
Tax FAQ: What penalties apply to "premature" distributions under annuity contracts?A 10 percent penalty tax applies to any payment received to the extent the payment is includable in income.
March 09, 2013
Tax FAQ: What if my client takes a partial lump sum withdrawal?The tax ramifications vary depending on the annuitant's circumstances.
March 09, 2013
Tax FAQ: If an annuitant dies before the annuity matures, is the amount payable taxed?The short answer: Yes.
March 09, 2013
Tax FAQ: If an annuitant dies before the annuity matures, is the amount payable taxed?The short answer: Yes.
March 09, 2013
Tax FAQ: How are annuity payments taxed?The basic rule for taxing annuity payments is designed to return the purchasers investment in equal tax-free amounts over the payment period, and to tax the balance of each payment as earnings.
March 09, 2013
Tax FAQ: What penalties apply to "premature" distributions under annuity contracts?A 10 percent penalty tax applies to any payment received to the extent the payment is includable in income.
March 08, 2013
Top 20 Countries for Retirement Security: 2013Natixis has released its annual retirement security index, and Americans are lagging Slovakia. Yes. Slovakia.