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Creating a Strategy for Annuities While annuities have both advocates and critics, those on both sides of the issue agree that it's of critical importance to understand the choices you'll have to make when selecting an annuity and the way you will receive income from that annuity. First the basics: When you buy an annuity, or retirement savings contract, from an insurance company no taxes are due on any earnings the annuity produces until you begin to receive income under the terms of your contract. There are no federal limits on the amount you can put into the annuity each year as there are with IRAs or employer sponsored retirement plans. That means you can build a substantial nest egg for your long-term needs. Once you decide to use annuities as part of your retirement income plan, it’s time to put a strategy into place.
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Disclaimer:
This information is provided with the understanding that the authors and publishers are not engaged in rendering financial, accounting or legal advice, and they assume no legal responsibility for the completeness or accuracy of the contents. Some charts and graphs have been edited for illustrative purposes. The text is based on information available at time of publication. Readers should consult a financial professional about their own situation before acting on any information.
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