In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...

Except as noted below, to the extent that contributions are made after February 28, 1986, to a deferred annuity contract held by a corporation or another entity that is not a natural person, the ...

Dear Tax Talk, I believe the interest portion of an immediate annuity distribution is taxed as ordinary income and the principal portion is tax-free. The entire distribution (after age 59 1/2) from a ...

Discover why a registered index-linked annuity offers the potential to enjoy stock market gains while also protecting you ...

Funding a tax-deferred retirement account or plan with another tax-deferred vehicle can be the right choice in some cases, but investors need to understand what they are getting and what they are ...

(5) any payment that is part of a series of substantially equal periodic payments (SEPPs) made (not less frequently than annually) for the life or life expectancy of the taxpayer or the joint lives or ...

An annuity can provide you with a steady stream of income, ensuring that you have money when you need it. That’s why many people turn to annuities during retirement, to be sure that they have cash ...

Annuities can be a good option for investors seeking steady income during retirement. To get started, it's important to learn some basic annuity terms. These 12 key terms will help you understand how ...

Qualified Longevity Annuity Contracts (QLACs) were introduced in 2014 by the Treasury Department and the IRS. The current 2020 funding rule is the lesser of 25% of your total Traditional IRA assets or ...

In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...