Continue reading → The post How Are Annuities Given Favorable Tax Treatment? appeared first on SmartAsset Blog. Annuities are tax-advantaged investment vehicles that guarantee retirement income.

IRS Publication 575 is a document that outlines the tax treatment of annuities — as well as pensions — and details how to report the distributions you receive from them.

For financial advisers, annuities can play a critical role in providing clients with dependable retirement income and ...

Favorable Tax Treatment For Deferred Annuities By deferring taxes, annuities can allow retirees to contribute more than the standard annual contribution to a 401(k) or IRA and make retirement ...

Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It's important to know the ...

A twist many don’t see coming is that earnings from non-qualified annuities are taxed as ordinary income rather than at more favorable capital gains tax rates.

Variable annuities can provide superior returns over the long haul, but it is prudent to learn about the tax treatment of this financial product before you invest. The Advantages of Variable Annuities ...

Annuities are tax-advantaged investment vehicles that guarantee retirement income. Here's how they can benefit your tax situation and how to tell if one is right for you. A financial advisor can ...