Annuity
An annuity is a periodic payment of a sum of money to an individual over time. Find advice and more on annuities.
Latest Articles
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5 pros and cons of investing in annuities
Dig deep to learn all the restrictions, fees and taxes involved before buying annuities.
4 min read Dec 07, 2016 -
Can annuity income inherited from late brother be used for a Roth IRA contribution?
The IRS limits the types of income that can be used for a Roth IRA. Here are the rules.
2 min read Nov 08, 2016 -
Taxes on bequest of nonqualified annuity
A nonqualified annuity grows tax-deferred, so eventually Uncle Sam will want his share.
2 min read Sep 23, 2014 -
Mom is worried about tax hit from annuity
Now that you have invested in a tax-deferred annuity, don’t let the tax issue consume you.
2 min read Jul 20, 2014 -
Fixed annuity the answer for $250K nest egg?
Looking for a safe return? If you have a big nest egg, this annuity may be just the thing.
1 min read Mar 21, 2013 -
Annuity or CD? Depends on financial needs
If CDs or an annuity are your choices, answering these two questions can help you decide.
2 min read Sep 15, 2011 -
How to figure tax on inherited annuity
The part of the annuity payment representing return of capital is not taxable, but the earnings are.
2 min read Apr 21, 2011 -
Jackpot! A plan for winning the lottery
Prepare to pull the trigger on a financial plan in the event you win the big one.
3 min read Jan 27, 2011