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Watch For How Your Annuity Is Taxed

Income in retirement remains a hot-button issue for many pre-retirees and investors already in their golden years. With stock market volatility rising and bond prices dwindling, this has only gotten more pressing. To that end, annuities have gotten the nod from investors and policymakers as a solution.

And for good reason. Annuities offer the ability to provide steady income for a participant’s life. That is a huge win for many investors in the current environment.

However, annuities may come with some headaches that investors are not prepared for. And that is on the tax front. Not surprisingly, these complex products can come with some complex tax issues. For investors, understanding how these issues could play out is key when evaluating these products in their income plans.

Be sure to check the Retirement Channel to learn more about investing strategies to build up your nest egg.

Tax-Deferred Growth

Qualified vs. Non-qualified

Income Annuities

Talking to a Tax Advisor