Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Top Portfolio Products: Goldman Rolls Out Global Bond Fund
By Marlene Y. SatterFPA introduces no-load products, as Lincoln Financial launches a Treasury-indexed VA and ING U.S. brings out a new lifetime income annuity.
March 11, 2013
8 annuity tax facts you need to knowThis concise primer is your cheat sheet for every client question during tax season.
March 09, 2013
Tax FAQ: When annuity values are paid in installments, how are dividends taxed?Dividends are taxed differently depending on whether they are taken before or after the annuity start date.
March 09, 2013
Tax FAQ: When annuity values are paid in installments, how are dividends taxed?Dividends are taxed differently depending on whether they are taken before or after the annuity start date.
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: 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 09, 2013
Tax FAQ: What if my client takes a partial lump sum withdrawal?The tax ramifications vary depending on the annuitant's circumstances.