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FAQs tagged as
What is an annuity?
How are life insurance proceeds taxed?
Which investment would be most suitable for a client investing for retirement and seeking protection from purchasing power risk in the future?
What is a tax-free 1035 Exchange?
What are the distribution options for an inherited annuity?
What happens to insurance policies and variable annuities if the insurance company itself goes bankrupt - do the policyholders get anything out of it?
My variable annuity account took a beating. Should I seek other alternatives?
Should I pull my money out of an annuity if the insurance company is having financial problems?
Is it wise to put an IRA account into a fixed or variable annuity?
I'm a teacher. Which is better for me, a 401(k) or 403(b)? What is the difference? From whom do I get these plans?
I am in my mid thirties and have nothing invested for retirement. Is it too late to start contributing for a retirement plan?
What do you do for a non-spouse beneficiary receiving a required minimum distribution (RMD) when the plan terminates? Is the purchase of an annuity the only option? Any thoughts on whether an IRA could be opened?
I made involuntary contributions to a retirement plan while temporarily employed. Can I withdraw these funds without penalty?
I am retiree, drawing from my 403(b) annuity. I am the sole employee of my own business. Do I qualify for a SIMPLE IRA account? I want to defer some of my income from taxes.
I want to purchase a five-year period certain single premium immediate annuity (SPIA) with my IRA account. I'm 53. Will the 10% penalty apply?
If I roll my annuity into an IRA and receive after-tax distributions, will this be considered taxable income?
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