FAQs tagged as


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

  2. Are annuities for seniors only?

  3. What is a longevity annuity?

  4. What type of investor should consider annuities?

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

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

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

  8. What is an equity-indexed annuity?

  9. What happens to my annuity after I die?

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

  11. Are annuities qualified or nonqualified retirement instruments?

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

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

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

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

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

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

  18. What is an annuity?

  19. How are life insurance proceeds taxed?

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

  21. What is a tax-free 1035 Exchange?

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

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

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

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

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

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

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

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

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

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

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