In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...

Except as noted below, to the extent that contributions are made after February 28, 1986, to a deferred annuity contract held by a corporation or another entity that is not a natural person, the ...

(1) the exchange of a life insurance policy for another life insurance policy, for an endowment or annuity contract, or for a qualified long-term care insurance contract; (2) the exchange of an ...

Qualified Longevity Annuity Contracts (QLACs) were introduced in 2014 by the Treasury Department and the IRS. The current 2020 funding rule is the lesser of 25% of your total Traditional IRA assets or ...

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If you have investable assets, you’ve probably heard of annuities. An annuity is a contract between an investor and an insurance company. The investor pays a sum of money (the premium) to the ...

The annuity industry takes a beating by most financial journalists and consumers who believe that all annuities are inherently bad. Admittedly, ongoing questionable sales practices and lack of ...

In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...