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what is an immediate annuity Informational
- What are expense charges in an annuity contract
- What are the considerations for purchasing an immediate annuity with tax-advantaged retirement funds (e.g., 401(k), IRA)
- What is a guaranteed minimum withdrawal benefit (GMWB) rider
- Understanding the terms and conditions of your annuity contract is crucial
- Are there any tax advantages to annuitizing a deferred annuity versus purchasing an immediate annuity
- What are some of the reasons for the changing trends in immediate annuity usage
- How can an immediate annuity provide a stream of income for a beneficiary with special needs without jeopardizing government benefits
- Are death benefits from annuities taxable
- The tax implications should be carefully considered when deciding whether to fund an immediate annuity with tax-advantaged or taxable savings
- The tax treatment can vary depending on whether the annuity was purchased with pre-tax or after-tax dollars
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