A non-qualified annuity is a type of investment product that lets your money grow tax-deferred until you start taking withdrawals. Unlike qualified annuities, which are funded with pre-tax dollars ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The differences between qualified and non-qualified ...

Tax nuances are a complex part of any financial tool you rely on for retirement. Take a 401(k) plan as an example. These types of retirement plans are tax-deferred. This... Tax nuances are a complex ...

A custodial account invested in mutual funds must provide that amounts will not be made available before the employee dies, attains age 59½, has a severance from employment, becomes disabled within ...

When it comes to retirement, we all have our own goals and visions. For my grandparents, they preferred to stay in the home that they paid off for several reasons.... When it comes to retirement, we ...

A non-qualified stretch annuity extends the payout of an inherited annuity over time, rather than receiving the full amount in a single lump sum. While qualified annuities (such as those within IRAs ...

Ashley Donohoe is a personal finance writer, Financial Planning and Wealth Management Professional and Certified Financial Education Instructor based in Cincinnati. She covers banking, loans, ...

Ashley Donohoe is a personal finance writer, Financial Planning and Wealth Management Professional and Certified Financial Education Instructor based in Cincinnati. She covers banking, loans, ...