Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Tax FAQ: How are annuity payments taxed?
By Tax Facts OnlineThe 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: 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 06, 2013
Jackson Launches Two New Thought Leadership Venues for AdvisorsJackson is the most recent company throwing advisors a thought leadership lifelineideas, strategies and tools advisors can presumably use to build their businesses.
March 05, 2013
Annuities and Taxes, Pt. 1: Contract PaymentsThe Tax Facts Online experts break down what an annuity contract is and what general rules govern the income taxation of payments received under annuity contracts.
March 01, 2013
Glenn Neasham: One year later, part 2Glenn Neasham looks back at the case that changed his life and talks about what he would have done differently.