Sentences with phrase «deferred annuity assets»

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

Not exact matches

If you happened to purchase your annuity inside of an individual retirement account or Roth IRA and have no surrender charge, you can transfer the entire balance to another IRA as a trustee - to - trustee transfer, just as you would with any other IRA asset, deferring the tax.

If so, did you know that in many cases, leaving tax - deferred assets, such as IRA funds or annuities, to charity will relieve non-charitable beneficiaries of tax liability?

Variable annuities provide the potential to grow your assets and defer paying taxes on the earnings until you withdraw them as income.1 A diverse menu of professionally managed investment choices allows you to invest your contract value in a way that reflects your goals, time horizon, and risk tolerance.

One strategy being used by savvy investors is to shift your investment strategy towards assets that provide more tax - efficiency and control, such as fixed, traditional, or indexed deferred annuities.

Not Compensation — rental income, interest, dividends, profits from assets, pension or annuity income, deferred compensation

However, a deferred annuity may be suitable for younger individuals who wish to take advantage of the tax advantages of annuities and asset protection to build secure future retirement income.

Let's assume I pose the following set of facts: 1) I need to plan for a 60 year retirement, 2) I want to have at the end of Year 60 100 % of my original balance (inflation adjusted obviously), 3) Only 10 % of my savings / investments is in tax deferred accounts (e.g., the bulk are in a taxable accounts), 4) I need a 6 % withdrawal rate pre-tax, and 5) I am indifferent to strategy (VII, etc) and asset choices (annuity vs. dividend blend vs. income, etc) but to guarantee the goals above.

When you purchase an annuity contract, your annuity assets will accumulate tax deferred until you start taking withdrawals in retirement.

A variable and index - linked deferred annuity contract designed for investors looking to partially protect their assets as well as invest for growth up to a cap.

Your deferred annuity is a contract between American Rivers and you, and your annuity payments are an obligation backed by our corporate assets;

The Annuity Care II is also known as a single premium deferred annuity which incorporate asset growths that are long - term and LTC protected.

Whether you're heading for retirement or you're already there, a fixed deferred annuity from New York Life can help you grow and protect your assets.

A fixed deferred annuity may be worth considering if you are looking for a conservative way to grow a portion of your assets and avoid market volatility.

A deferred annuity can help you to accumulate assets more tax efficiently and, when the time is right, convert them into income you can't outlive.

Inherited assets, such as traditional IRAs and tax - deferred annuities that bring with them an income tax liability, may benefit from life insurance proceeds.

Whether you're heading for retirement or you're already there, a fixed deferred annuity from New York Life helps you grow and protect your assets.

Learn more about how our fixed deferred annuities can help you grow and protect your retirement assets, and how our guaranteed income annuities can help you create a secure income stream in retirement.

If you are considering a deferred income annuity, it's essential to have a separate source of liquid assets set aside for emergencies.

Fixed and indexed annuities offering an increasing death benefit can be a valuable feature for those looking to guarantee yearly gains, establish a lifetime income stream or pass an existing tax - deferred asset to the next generation.

If you have a significant amount of income and assets, life insurance estate annuities help defer this taxation upon withdrawal and payment.