



It's important to consult with a financial advisor and tax professional to understand the implications of using annuities for charitable giving
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what is an immediate annuity Informational
- Keeping track of the non-taxable and taxable portions of the payments is important for tax reporting purposes
- Are GLWB riders typically available with immediate annuities
- How does the principal invested in an immediate annuity grow (if at all)
- What are some common mistakes to avoid when considering or purchasing an immediate annuity
- Who is an immediate annuity suitable for
- The reliability of income from an immediate annuity can help in budgeting for healthcare expenses
- Analyze your other assets and income sources available in retirement
- What are some of the reasons for the changing trends in immediate annuity usage
- Regulations can also provide consumers with certain rights and disclosures related to annuity contracts
- How is the death benefit paid out to the beneficiary
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