Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
How Lowering Taxes Drove Paper Millionaires to the Poorhouse
By Gil WeinreichTax expert Less Antman discusses how trying to minimize taxes with annuities, delayed stock sales or other means can be a trap.
March 14, 2014
Annuities and Taxes, Pt. 5: Longevity AnnuitiesThe Tax Facts Online experts help explain tax implications and definition of a longevity annuity, also called a deferred income annuity.
March 14, 2014
9 requirements of tax-sheltered annuity contractsWhat nine requirements must tax sheltered annuity contracts (403(b) plans) meet?
March 14, 2014
Annuity update: Sales reach $61.9B in Q4 2013For full year 2013, annuity sales were $230.1 billion, a 5 percent increase over 2012.
March 13, 2014
SEC Busts Variable Annuity Scam Targeting Terminally IllBrokers and an advisory firm used variable annuities with death benefits to cash in on patients' demise, SEC says.
March 13, 2014
Annuities and Taxes, Pt. 4: 9 Requirements of Tax-Sheltered Annuity ContractsThe Tax Facts Online experts explain the nine requirements 403(b) plans must meet.
March 12, 2014
4 Ways Not to Ruin Your Clients’ TaxesAdvisor and tax expert Less Antman says most people lose more money trying to reduce taxes than they end up shaving from their tax bills.
March 10, 2014
Annuities and Taxes, Pt. 3: Fixed Annuity Payments & Beneficiary PaymentsThe Tax Facts Online experts help explain taxation of fixed annuities and payments to beneficiaries.