Developing a Financial Plan

The tax rates will differ for qualified and non-qualified plans. An annuity that is tax-qualified is one that funds a qualified retirement plan. When this qualified […]

There are a few choices that you have when choosing to collect your annuity. Some people opt for a lump sum, even though it negates one […]

Single-Premium Annuity. This is where the investment is made all at once in a lump sum. Flexible-Premium Annuity. This annuity can be funded with a series of payments. […]

You will not be able to withdraw any of the money in an annuity during its tax deferred growth period without incurring large fees. You will […]