Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Hope springs eternal in annuity world
By Maria WoodSeveral big-name players have bought annuity businesses recently. Will they hit a homerun with their buys?
March 11, 2013
3 strategies to help clients manage assetsYou can reduce taxes on your clients Social Security benefits by repositioning assets from taxable vehicles to an annuity product.
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 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.