FAQs tagged as


  1. Can I borrow from my annuity to put a down payment on a house?

  2. What are the risks of rolling my 401(k) into an annuity?

  3. What are the main kinds of annuities?

  4. How do I get out of my annuity and transfer to a new one?

  5. What are the risks of annuities in a recession?

  6. What are the biggest disadvantages of annuities?

  7. How can I determine if a longevity annuity is right for me?

  8. How are variable annuities taxed at death?

  9. What are the best ways to sell an annuity?

  10. How are non-qualified variable annuities taxed?

  11. Can a variable annuity be rolled into an IRA?

  12. Are variable annuities subject to required minimum distribution (RMD)?

  13. For what types of financial instruments would I want to calculate the present value ...

  14. What exact information is included in the interest rate when calculating the present ...

  15. How do you calculate a present value of annuity using Excel?

  16. What is the difference between the present value of an annuity and the future value ...

  17. Why would I need to calculate the present value of an annuity?

  18. Is Social Security Income a perpetuity?

  19. How does a pension income drawdown work?

  20. What is the difference between a bond's yield rate and its coupon rate?

  21. Is an annuity a perpetuity?

  22. What are the most common deferred tax assets used by individuals?

  23. What is a longevity annuity?

  24. Are annuities for seniors only?

  25. What type of investor should consider annuities?

  26. What is the difference between a fixed and variable annuity?

  27. What can I do if I bought an annuity and don't want it anymore?

  28. Are there penalties for withdrawing monies invested in annuities?

  29. What happens to my annuity after I die?

  30. What is an equity-indexed annuity?

  31. Who are the best-rated life insurance companies in the US?

  32. Where else can I save for retirement after I max out my Roth IRA?

  33. Are annuities qualified or nonqualified retirement instruments?

  34. What are the 403(b) contribution limits?

  35. What is the difference between a 401(k) plan and a 403(b) plan?

  36. I am in my mid thirties and have nothing invested for retirement. Is it too late ...

  37. Is it wise to put an IRA account into a fixed or variable annuity?

  38. What's the difference between an individual retirement account (IRA) and an annuity?

  39. What is an annuity?

  40. How are life insurance proceeds taxed?

  41. Which investment would be most suitable for a client investing for retirement and ...

  42. What is a tax-free 1035 Exchange?

  43. What are the distribution options for an inherited annuity?

  44. What happens to insurance policies and variable annuities if the insurance company ...

  45. My variable annuity account took a beating. Should I seek other alternatives?

  46. Should I pull my money out of an annuity if the insurance company is having financial ...

  47. What do you do for a non-spouse beneficiary receiving a required minimum distribution ...

  48. I am retiree, drawing from my 403(b) annuity. I am the sole employee of my own business. ...

  49. I want to purchase a five-year period certain single premium immediate annuity (SPIA) ...

  50. I'm a teacher. Which is better for me, a 401(k) or 403(b)? What is the difference? ...

  51. I made involuntary contributions to a retirement plan while temporarily employed. ...

  52. If I roll my annuity into an IRA and receive after-tax distributions, will this be ...

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