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 ...

Financial questions can feel overwhelming, especially when they involve complex topics like annuities. While many people have ...

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 ...

Q. I have a financial adviser who seems to understand the fine print in annuity contracts. Too bad he didn’t fill me in on all the details. He sold me a variable annuity that is expensive to own and ...

Retirement savers hear constantly that guaranteed income is priceless, yet few topics divide experts more sharply than ...

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 ...

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 ...

The idea of running out of money at some point in life can be scary. But as good a job as you might do of saving for ...

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 ...

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 ...