Investment In The Contract

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Dictionary Says

Definition of 'Investment In The Contract'

As this term applies to annuities, the principal amount that the contract owner has invested in the contract. The investment in the contract can be made as a series of payments or in a single lump sum. This term generally applies to fixed, indexed and variable annuities alike.
Investopedia Says

Investopedia explains 'Investment In The Contract'

Any amount of money withdrawn from an annuity that is in excess of the investment in the contract is considered a taxable distribution. Investors who annuitize their contracts will see a portion of each payment they receive classified as a return of principal or investment in the contract. This portion of each payment is considered a tax-free return of principal.
Search results for

'Investment In The Contract'

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    ... rules state that you only need to deposit 5-10% down and the rest of the contract
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    ... more insight, read A Beginner's Guide To Hedging.) Stock and Index Futures A futures
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  • 3 Ways To Increase Your Investment Performance

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    ... more about this in How do I figure out my cost basis on a stock investment?) Covered
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  • Segregated Funds: Investment Protection For Canadian Citizens

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    ... from the original investment amount of $100,000 to include the $25,000 gain. The
    number of times such increases are available varies by contract, and accepting ...

  • Getting the Whole Story on Variable Annuities

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    ... When you do start to take funds from the contract, the portion of your payments
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  • Series 26 Study Guide - Investment Companies - Structure ...

    http://www.investopedia.com/exam-guide/series-26/investment-companies/management-mutual-funds.asp
    ... The sponsor has a written contract with the investment company that allows it to
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  • Variable Prepaid Forward Contract: Scam Or Safety Net?

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  • CFA Level 1 Study Guide - Derivatives - Terminating a Forward ...

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