≡ Menu

Customer Reviews

How Are Annuities Taxed

Most discussions of annuities focus on the security and predictability they offer as a retirement-planning tool.  And for good reason. Guaranteed growth, minimal risk, and a consistent income stream for life are big advantages for retirees. But favorable tax treatment, though perhaps not as immediately attention-grabbing, may be just as important. With a little strategic […] Read more

Are annuities taxable? The short answer is yes. However, the long answer is much more nuanced as you will discover in the following article covering the taxation of annuities. Taxation of Annuities When you buy an annuity contract, you’re paying the insurance company a large lump-sum payment up front in exchange for the right to […] Read more