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Tag Archive: taxation of deferred annuities

Taxation of Annuities Explained

Jason Soloman

Jason Soloman | February 18, 2014 | ,

Are you considering investing Non-Qualified (non-IRA) money in the Total Value Annuity, American Equity Bonus Gold, Allianz Core Income Benefit, Athene Choice 10, Security Benefit’s Secure Income Annuity, or any other deferred annuity?  It may be a good investment for the savings and income portion of your money, but then again it may not.  This article is intended to provide you with tax information that will help you make more informed decisions when deciding which investments will work best for you near or in retirement....

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Taxation of Deferred and Immediate Annuities Explained

John L. Olsen

John L. Olsen | January 3, 2014 | , , , , ,

In the workshops and classes I teach, I often remark that “one good thing about deferred annuities is that they get tax deferral (that the interest earned is not taxed until it is distributed in a withdrawal or surrender); one bad thing about them is that they get tax deferral”. That’s not merely a lame joke. It’s a recognition that tax advantages always come with a cost. In the case of deferred annuities, the “cost” of tax deferral is twofold: All distributions from any annuity,...

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