Most Recent Annuity Taxation Articles

A guide to 2012 tax law changes
Article By Jason Kestler
April 18, 2012

Clients with modest net worth use charitable gift annuities
Article By Steve Savant
December 28, 2011

The top 10 reasons people are transferring billions into annuities
Article By Paul Cross
November 8, 2011

Understanding how annuities are treated under the tax code
Article By Jason Kestler
July 14, 2011

Why people buy fixed annuities
Article By Jason Kestler
May 17, 2011

Who's your beneficiary? The role of annuities and life insurance in estate planning
Article By Paul Cross
April 21, 2011

Make SPIAs a cornerstone of your practice
Article By Richard Duff
April 14, 2011

Possible changes in annuity tax deferral threatens middle income Americans
Article By Catherine Weatherford
March 21, 2011

Sallie Mae: America's next trillion dollar disaster
Article By Paul Cross
February 16, 2011

American Annuity Advocates comments on Money Magazine article attacking fixed indexed annuities
Article By Steven Delaney
February 1, 2011

Retirement breakthrough: An income for life — The Holy Grail of financial planning
Article By Richard Duff
January 12, 2011

Non-qualified annuities and the taxation of Social Security benefits
Article By Jason Sandos
January 11, 2011

Annuity maximization: A strategy to leave more to your heirs
Article By Jason Kestler
November 8, 2010

Mechanics of fixed indexed annuities, Pt. 2: Why an FIA?
Article By Randy Timm
September 28, 2010

The perils of asset-linked retirement security
Article By Joe Bellersen
August 26, 2010

Q&A on 3.8 percent tax on annuity income
Article By Kim O'Brien
April 13, 2010

Trust-owned annuities
Article By Julius Giarmarco
February 2, 2010

The greatest annuity mumpsimus
Article By Paul Cross
October 29, 2009

Indexed annuities and dividends -- What brokers don't want your clients to know
Article By Kim O'Brien
August 26, 2009

SPIA on steroids, Pt. 1
Article By Joe Bellersen
August 18, 2009

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