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 ...

(1) the exchange of a life insurance policy for another life insurance policy, for an endowment or annuity contract, or for a qualified long-term care insurance contract; (2) the exchange of an ...

Compliance and archiving platform Archive Intel announces Microsoft integration and Cetera adds Vanilla as an estate planning ...

If you have investable assets, you’ve probably heard of annuities. An annuity is a contract between an investor and an insurance company. The investor pays a sum of money (the premium) to the ...

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 ...

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

This is a guest post by Craig W. Lemoine, CFP, Jarrett L. Davis Professor in Financial Planning Technology at The American College in Bryn Mawr, PA. Annuities have become big business. Baby boomers ...

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 ...

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 ...

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 ...

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 ...

The annuity industry takes a beating by most financial journalists and consumers who believe that all annuities are inherently bad. Admittedly, ongoing questionable sales practices and lack of ...