Pension and Annuity Income
Author | : United States. Internal Revenue Service |
Publisher | : |
Total Pages | : 24 |
Release | : 1979 |
Genre | : Annuities |
ISBN | : |
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Author | : United States. Internal Revenue Service |
Publisher | : |
Total Pages | : 24 |
Release | : 1979 |
Genre | : Annuities |
ISBN | : |
Author | : United States. Internal Revenue Service |
Publisher | : |
Total Pages | : 24 |
Release | : 1976 |
Genre | : Annuities |
ISBN | : |
Author | : United States. Internal Revenue Service |
Publisher | : |
Total Pages | : 32 |
Release | : 1990 |
Genre | : Annuities |
ISBN | : |
Author | : United States. Department of the Treasury. Division of Tax Research |
Publisher | : |
Total Pages | : 110 |
Release | : 1947 |
Genre | : Annuities |
ISBN | : |
Author | : United States. Internal Revenue Service |
Publisher | : |
Total Pages | : 24 |
Release | : 1976 |
Genre | : Annuities |
ISBN | : |
Author | : John Rappa |
Publisher | : |
Total Pages | : 3 |
Release | : 2018 |
Genre | : Annuities |
ISBN | : |
Discusses the phase-out of the income tax on pension and annuity income, and, the withholding requirement applicable to this income during the phase-out period.
Author | : United States. Internal Revenue Service |
Publisher | : |
Total Pages | : 31 |
Release | : 1989 |
Genre | : Annuities |
ISBN | : |
Author | : Patrick J. Collins |
Publisher | : CFA Institute Research Foundation |
Total Pages | : 27 |
Release | : 2016-03-16 |
Genre | : Business & Economics |
ISBN | : 1944960023 |
Annuitization is one asset management strategy for retirees seeking to secure lifetime income. The US annuity marketplace offers a variety of annuity contracts, including single premium annuities, advanced life deferred annuities, variable annuities with lifetime income guarantee riders, and ruin contingent deferred annuities. Advisers seeking to provide guidance to clients in or near retirement can benefit by understanding (1) the arguments both for and against annuitization and (2) how a client’s interests might be best represented in the marketplace. Important annuity contract provisions are highlighted and briefly discussed so the adviser can become more familiar with retirement-planning options.