Qualified and nonqualified annuities are tax-deferred investment strategies. Qualified annuities are funded with pre-tax dollars, while nonqualified annuities are funded […]
Qualified vs. Nonqualified Annuities Read Post »
Because annuities grow tax-deferred, you do not owe income taxes until you withdraw money or begin receiving payments. Upon withdrawal,
Annuity Taxation: Implications and Strategies Read Post »
An indexed annuity, also known as a fixed-index annuity or an equity-indexed annuity, credits interest based on two factors: a
There are three main types of annuities: fixed annuities, fixed index annuities and variable annuities. Annuities can also be classified
Types of Annuities Read Post »
Annuities are powerful financial instruments designed to provide guaranteed income for life. Whether you’re planning for retirement, seeking long-term financial
Annuities-What Is an Annuity? Read Post »
The reason we have a weak rand is a bigger issue than short-term trades by the big banks. A colleague
CURRENCY WEAKENING- Why it’s so easy to blame the banks Read Post »
If your retirement fund and group life cover make up the largest portion of your assets, a beneficiary fund may
How a beneficiary fund can provide for your child Read Post »
Is it better to use life cover or an education protection plan to ensure that your child’s education is provided
How an education protection plan works Read Post »
