Sentences with phrase «annuity value»

The policy owner would spend down the $ 100,000 annuity value over a two year period and then receive the additional $ 200,000 over a four year period or longer.

I also think hyper inflation could destroy most annuities value while diversified portfolios can generally keep up with any inflation rate.

The policy owner would spend down the $ 100,000 annuity value over a two year period and then receive the additional $ 200,000 over a four - year period or longer.

Financial advisors ran searches on single premium income annuities valued at an average of $ 231,000 last year, according to a 2011 report from an income annuity database...

The Mega Millions jackpot is an estimated 29 - year annuity value, with a total 30 payments (the first payment happens right away, followed by 29 annual payments).

And finally, Grandma will be deemed to have made a taxable gift to the granddaughter of the entire annuity value.

If you withdraw your set percentage, your guaranteed annuity value will remain untouched for the life of the annuity.

When this person dies, his heirs will inherit the greater of the accumulated annuity value, if there have been no withdrawals, or the single premium he paid initially less the amount of long - term care paid.

And because any growth in your annuity value is generally not taxed until you take money out of the contract, the combination of tax deferral and the ability to establish guaranteed income can be an effective way to plan for retirement and other long term goals.

In return, the insurance company takes the risk of market downturns to protect your annuity value and also promises to make payments from the annuity to you in a single payment or series of payments, over a fixed number of years.

A teacher retiring at age 55 with a $ 50,000 inflation - indexed annual pension has received an annuity valued at over $ 1 million.

Your annuity values are guaranteed by contract and protected by the financial strength of Liberty Bankers Life.

When the index goes down, your annuity value remains the same and you earn zero interest that year.

If the beneficiary is a trust, that half million dollars of profit (the annuity value minus the cost basis) must be included in the beneficiary's taxable income within five years.

Again, if long term care is never needed the annuity value would be paid out lump sum to any named beneficiary.

Our calculator can help to determine your annuity value in a given year.

Second, the granddaughter must pay income tax on the annuity value in excess of Grandma's «basis» (basically, what she paid into the annuity, less any withdrawals she took).

In return, the insurance company takes the risk of market downturns to protect your annuity value and also promises to make payments from the annuity to you in a single payment or series of payments, over a fixed number of years.

And because any growth in your annuity value is generally not taxed until you take money out of the contract, the combination of tax deferral and the ability to establish guaranteed income can be an effective way to plan for retirement and other long term goals.

FERS comes out ahead of CSRS if you retire late because the annuity value of your Social Security benefit and Thrift Savings Plan go up quickly if you continue to work past age 62.

Due to fluctuating market conditions, at the time of distribution, your annuity value may be more or less than the total of all premium payments.

The accumulated funds are invested in a mutual fund representing a stock market index such as the S+P 500, and the annuity value is tied to the indices» growth.

But when the market goes down, the annuity value does not go down with it.

It has an innate Continuation of Benefits provision, where policyholders are granted with a combination of the annuity value and added LTC benefits on times that they need it.

Your annuity values are guaranteed by contract and protected by the financial strength of Liberty Bankers Life.

And because any growth in your annuity value is generally not taxed until you take money out of the contract, the combination of tax deferral and the ability to establish guaranteed income can be an effective way to plan for retirement and other long term goals.

And, any growth in your annuity value is generally not taxed until you take money out of the contract.

Again, if long - term care is never needed the annuity value would be paid out a lump sum to any named beneficiary.