The contract fees and expenses for your variable annuity contract can differ depending on the services and benefits provided. This information is…
Rob Phillips, CPA
A qualified annuity is taxed just like any other qualified account, such as an IRA, 401(k), profit-sharing plan, or other…
Do you want income now or income later? When you purchase an annuity, you can choose between an immediate annuity – if…
A simple Annuity definition is a series of fixed payments paid at regular intervals over a specified period of the…
Non-qualified variable annuities are designed to play a part in long-term retirement planning. You get tax-deferred growth on your investment earnings,…
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Equity Indexed Annuities (EIAs): A Hybrid Annuity with Fixed and Variable Characteristics
An equity indexed annuity is a unique annuity that offers characteristics of both a fixed and a variable annuity. This makes it…
Creating a solid financial plan is one of the best ways to make sure you’re able to sustain your lifestyle…
One of the primary considerations in choosing a variable or fixed annuity is establishing whether the annuity company is going to be…
Non-qualified variable annuities have a cast of players, which include the owner, the insurance company, the annuitant, and the beneficiary. Their…
There is no excuse to remain unprepared, especially when it comes to securing a financially stable future for yourself and…