Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Annuities and Taxes, Pt. 1: Variable Immediate Annuity Payments
By Tax Facts OnlineThe Tax Facts Online experts explain the tax implications of receiving a payment through a variable immediate annuity.
February 18, 2014
Housing, Financial Markets Boosted Boomer, Gen X Retirement Readiness: EBRIBut staying on track depends on age, income and having access to a 401(k) plan, EBRI says.
February 13, 2014
The Truth About Insurance Brokers Who Sell AnnuitiesDo insurance brokers objectively read annuity prospectuses and assess them in the same way fiduciary advisors do, or are they just selling a product?
February 12, 2014
The Benefits of Wrapping a Deferred Income Annuity Into a VADeferred income annuities have gained a prominent position in retirement income planning, but wrapping them into a variable annuity may be a game-changer.
February 12, 2014
Annuity surgeon general warningWhat if annuity products had surgeon general warnings on them?
February 12, 2014
Annuity surgeon general warningWhat if annuity products had surgeon general warnings on them?
February 07, 2014
11 more annuity tax facts you need to knowWondering how payments under a variable immediate annuity are taxed? Curious as to when the exchange of one annuity for another is nontaxable? You've come to the right place.
February 07, 2014
11 more annuity tax facts you need to knowWondering how payments under a variable immediate annuity are taxed? Curious as to when the exchange of one annuity for another is nontaxable? You've come to the right place.