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: What if my client takes a partial lump sum withdrawal?
By Tax Facts OnlineThe tax ramifications vary depending on the annuitant's circumstances.
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: If an annuitant dies before the annuity matures, is the amount payable taxed?The short answer: Yes.
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.
February 26, 2013
VA carriers tweaking products at 'inflection point'According to Morningstar U.S.A., carriers filed 101 variable annuity product changes in the fourth quarter.