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Annuity Library

• Absence of Notification of Annuity Benefit Choice Irrevocability may Constitute Fiduciary Duty Breach
• Annuities and IRA Shelter from Creditors in Bankruptcy found Constitutional
• Annuities and Premature Distribution Penalty (IRC CODE SEC. 72(t)(2)) Exceptions
• Annuities and Your Spouse as Beneficiary of Your IRA
• Annuities Receive Attention in a Proposed Bill
• Annuity Purchase an Alternative to Pension Reliance
• Annuity Purchase and Avoiding 10% Tax Penalty by Meeting the "Substantially Equal" Test
• Annuity Purchase and the 2009 PBGC Guarantee for Under-Funded Benefit Plans Announcement
• Annuity Purchases and Partial IRA Distributions Possible for Beneficiary's Life
• Annuity Purchases Reduce Dire Financial Retirement Predictions for Baby Boomers
• Bill Boosts Income Annuities
• Bill To Offer Tax Incentives for Annuity Conversion
• Bill Would Let Seniors Take Retirement Funds Through Annuity
• Buy an Annuity and Get a Tax Break Too
• Charitable Gift Annuities
• Distributing Large IRAs and Purchasing Annuities
• Early Withdrawal (Pre 59-½) Penalty Tax Exceptions and Annuities
• Fair Disclosure for Retirement Security Act
• Get Income for Life & a Tax Write-Off
• Groups Applaud Proposed Retirement Security Legislation
• Hearings by Senate Committee on Benefit Inaccuracies are Annuity-Friendly
• Income Assured with An Immediate or Current Income Annuity
• Knowledge Regarding Annuities and Secondary IRA Distribution Woefully Inadequate
• Legislation Provides Incentives for Annuitizing Distributions
• Lifetime Annuities - The Retirement Security Needs Lifetime Pay Act, H.R. 2748
• Lump-Sum Payouts and Annuity Purchase
• Minimizing Required IRA and 401(k) Withdrawals without Penalty Favors Annuity Purchase
• NAVA Lauds Introduction of Critical Retirement Security Legislation
• Negative Financial Consequences may be Circumvented with Annuities and Certain Cases of Early Disability Distribution
• New Bill Would Reduce Taxes on Lifetime Annuity Income
• PBGC Shows Statistics on Annuity Purchase and Deficient Pension Payouts
• Permission Granted for Increasing Plan's "Normal Retirement Age" from 65 to 67
• Plan to Make the Most of your Pension and Annuity Purchases
• Quiz Question: Proposed Tax Exclusion
• Regardless of Age Surviving Spouse may Treat Deceased Spouse's IRA as Her Own including any Annuity Purchase
• Removals from Separate IRAs Prior to 59½ Without 10% Tax
• Removing IRA Funds Penalty-Free and the Purchase of Annuities
• Retirement Security Needs Lifetime Pay Act Would Help Solve Nation's Retirement Income Crisis
• Tax Break for Buying an Annuity?
• Tax Court Permits Partial Annuity Exchanges
• Using Annuities to Minimize Consequences of Withdrawals from Larger Retirement Accounts
• When to Buy a Private Annuity
• Family Health Insurance Policy
• How To Benefit From Medical Savings Plan
• International Health Insurance Coverage
• Risk and Annuities
• Short Term Health Insurance Policy
• Should You Take PPO Health Insurance?
• A Look at Individual Retirement Annuities
• Can an Annuity Help My Retirement Money Grow Tax Deferred?
• Fixed Annuity
• If Changing Annuities Take Care
• Introduction to Reverse Annuity Mortgages