Withdrawals from annuities before age 59½ may be subject to ordinary income tax and a 10% tax penalty. Fixed annuities At Wells Fargo Advisors, we are committed to honoring our relationship with you. We will take the time to listen, ... Fetch Full Source
Non-qualified Annuity Aggregation: Here’s A Lesson Worth ...
Internal Revenue Code Section 72(e)11 (A)(ii): Aggregation of annuities. Many clients (and their advisors) lose sleep attempting to find creative ways to avoid the tax effects of aggregation on withdrawals from serial deferred annuities. ... Read Document
Annuities - Welcome To FinancialCounsel.com Investor: Your ...
Annuities by Craig J. McCann, PhD, CFA and Kaye A. Thomas1 These financial advisors receive generous commissions for selling annuities to investors who would be far better served by investments in individual stocks and bonds or mutual funds. ... Read Document
TAX SHELTERED ANNUITIES [403b & 457 PLANS] 403b PLAN ADVISORS
TAX SHELTERED ANNUITIES [403b & 457 PLANS] 403b PLAN ADVISORS Vendor District Match? Name Educators Financial Services, Inc. Yes Dean Ingvalson 952 832-0151 ... Read More
The Debate Between Systematic Withdrawals And Immediate Annuities
Systematic withdrawal plans (SWPs) and single-premium immediate annuities (SPIAs). Fee-only advisors are loath to cede control of client assets to an insurance company that might someday default, while annuity advocates fire back that only their strategies provide ... Read Here
Prudential Retirement Adds Four New Plan Sponsor Clients
Prudential Retirement, a business unit of Prudential Financial, Inc. , today announced four new plan sponsor clients with over 1,500 participants. ... Read News
Advisors Edge® Variable Annuity - Transamerica Variable ...
Advisors Edge® Variable Annuity The performance quoted represents past performance and does not guarantee future results; and current performance ... Read More
How Safe Are Annuities? - Advisor Perspectives
How Safe are Annuities? By Joe Tomlinson August 14, 2012 For many advisors, the possibility that insurance companies will run into financial difficulties makes recommending annuities a nonstarter. ... Access Document
Merrill Lynch Investor Choice Annuity IRA Series
Variable annuities issued by Transamerica Advisors Life Insurance Company of New York in Harrison, New York. Annuities are underwritten and distributed by Transamerica Capital, Inc. eDelivery from Transamerica • Less paper conserves natural resources ... Read Here
Immediate Income annuities
Immediate income annuities A guaranteed source of retirement income As you assess your goals and the other realities of retiring, are you prepared to support a retirement that may last 25 years Wells Fargo Advisors does not provide tax or legal advice. ... Read Content
Annuities
Annuities by Craig J. McCann, PhD, CFA and Kaye A. Thomas 1 T ax-deferred variable annuities (hereafter ÒannuitiesÓ) are contracts with insurance companies insignificant tax or insurance benefits by financial advisors with strong financial ... Fetch Content
Forethought Enters Variable Annuity Market With Launch Of ForeRetirement℠ Variable Annuity Featuring Daily Benefit ...
Forethought Financial Group, Inc. , through its Forethought Life Insurance Company subsidiary, has launched the ForeRetirement variable annuity with daily benefit opti ... Read News
Fixed Index Annuities - Annuity Think Tank - About Annuities ...
Fixed Index Annuities: Lower Risk for Savers, Economic Opportunity for Broker-Dealers Wade Dokken wade@wealthvest.com April 14, 2010 products for financial advisors commonly carry total fees of 150-200 basis points and historically ... View Full Source
RiverSource Retirement Advisor Advantage Plus Variable ...
Products Trust (FTVIPT) – Class 2 • Wanger Advisors Trust • Goldman Sachs Variable Insurance Trust (VIT) • Wells Fargo Variable Trust • Janus Aspen Series: Service Shares annuities and for qualified annuities except under 401(k) and 401(a) plans. ... Document Retrieval
Regulation And Compliance—Variable Annuities
Regulation and Compliance—Variable Annuities The Financial Industry Regulatory Authority (FINRA) has long had variable annuities (VAs) on Advisors at each of the firms operated out of branches of affiliated banks, selling VAs, mutual ... Visit Document
Lincoln Financial Group Responds To Advisor And Consumer Needs With Innovative Life Insurance Product Tied To 10-Year ...
RADNOR, Pa., March 5, 2013 /PRNewswire/ -- Lincoln Financial Group (NYSE: LNC) today announced the introduction of its Lincoln Treasury Indexed Universal Life (IUL) solution designed to capture the benefits ... Read News
A Handbook On Beneficiary Designations For Annuity Contracts
Annuities may be purchased with optional “riders” that provide for additional or greater benefits compared to the base contract. Keep in mind that your client may have elected a rider which requires a certain beneficiary designation. ... View Doc
Annuities - New York Life
Professional tax and legal advisors. Annuities are known for offering a variety of attractive features. With money that is not tax-qualified, one of these attractive features is tax deferral. However, tax-qualified retirement plans (like IRAs, TSAs and SEPs) already ... Read Full Source
Tax Reform, Tax Expenditures, Insurance & Annuities
& Annuities THE ISSUE: As Washington grapples with budget deficits and a desire to clean up and simplify the tax code, “tax Copyright © 2013 National Association of Insurance and Financial Advisors (NAIFA), All Rights Reserved. ... Read More
Mark Cortazzo In The Market For Variable Annuities: An ...
Author of Annuities for Dummies In the Market for Variable Annuities: An Advisor Focus Mark Cortazzo Senior Partner, MACRO Consulting Group Bruce Ferris Senior Vice President, crash, clients are peppering their advisors with questions such as: ... Retrieve Full Source
Annuities: Creating Guaranteed Income For Life
Annuities: Creating Guaranteed Income for Life Insurance and Financial Advisors (NAIFA) comprises nearly 800 state and local associations representing the business interests of 225,000 members and their employees nationwide. Members focus ... Doc Retrieval
III (ASAP III) SM DVANCED ERIES DVISOR LAN II (APEX II) SM ...
Prudential Premier Retirement Variable Annuities – X, B, L, C and Advisors Series; and the Prudential Premier Retirement Variable Annuity. Also, the AST Horizon Growth Asset Allocation Portfolio will be repositioned, and its name will be changed to the AST ... View Full Source
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