Total Return Annuities

2013 Form 1099-R
Return. If this form shows federal income tax withheld in box 4, attach this copy to Shows the total amount you received this year. The amount premiums paid on commercial annuities or insurance contracts ... View Full Source

INDEX Annuity Basics ANNUITIES Section 2
ANNUITIES Section 2 Index annuities are underwritten by insurance companies. They are a fixed annuity and share the same only applies if the total return for the surrender period is less than the guaranteed return. As an exam- ... Access Doc

PIMCO Total Return Portfolio
Variable annuities are long-term investments designed for retirement purposes. MetLife Variable life insurance and annuity products have limitations, exclusions, charges, termination provisions and terms for keeping them in force. PIMCO Total Return Portfolio ... Read Here

Paying For College: How The Financial Aid Formulas Work
Know the differences between Fafsa, Profile and Consensus. ... Read News

IN-FORCE™ Fixed Term Annuities February 28, 2013
Annuities listed are subject to prior purchase. Interest, payment, and price figures for court Total Return 11-30-2031 11-30-2036 1 1----2 __ __ #012450 U 3-15-2013 7.00%* Long Term Yield Guaranteed All Years *includes 25 bps extra for 48 hour ... Doc Retrieval

GE INVESTMENTS FUNDS, INC. Total Return Fund - Class 3 ...
LEGAL_US_W # 65728447.1 GE INVESTMENTS FUNDS, INC. Total Return Fund - Class 3 Supplement dated September 14, 2010 To the Prospectus dated May 1, 2010, as supplemented on June 15, 2010 ... View Doc

Headed?
Keep in mind that variable annuities are complex, long-term investment vehicles designed for retirement purposes.Variable annuities have fees and charges PIMCO Total Return Portfolio – Class B – Seeks maximum total return, ... Visit Document

MassMutual Announces Record 2012 Financial Results
SPRINGFIELD, Mass., Feb. 27, 2013 /PRNewswire/ -- Massachusetts Mutual Life Insurance Company (MassMutual) today announced strong consolidated statutory financial results1 for 2012, including double digit growth and record sales in its key businesses, increased earnings that support an ... Read News

TA PIMCO Total Return - Transamerica Variable Annuities And ...
Q uarterly Fund Facts | 4th Q uarter 2012 TA PIMCO Total Return I nitial Class | Service Class A s of 12/31/12 I nvestment Objective T his investment option invests in a portfolio ... Visit Document

Immediate Income annuities
Immediate income annuities if the total amount invested has not been received in payouts. • Period-certainimmediate annuities provide income they do not guarantee an investment return or the safety of the underlying funds. ... Retrieve Full Source

4Q Quarterly Fund Facts - Transamerica Variable Annuities And ...
Quarterly Fund Facts 4Q | 4th Quarter 2012 GE Investments Total Return Fund Share Class | Class 3 As of 12/31/12 Investment Objective The highest total return, composed of ... Access Content

Variable annuities - Whole Life Insurance, Retirement And ...
Variable annuities are sold by prospectus. Before purchasing a variable annuity In return for payments, the insurance company agrees to provide either a or total purchase payments minus withdrawals. You have made purchase payments totaling ... Doc Retrieval

Legal & General Boosts Dividend As FY12 Profit Climbs
British insurer Legal & General Group Plc Wednesday announced a 20 percent increase in final dividend, after posting a higher profit for full year 2012. The results were benefited by a sharp rise in revenues helped by higher investment return. All of its divisions improved operating profit, with total profit from the divisions up 5 percent year-over-year. ... Read News

Variable Annuities - Investor.gov
The greater of account value or total purchase payments minus withdrawals. You have made purchase payments totaling $50,000. assume that both annuities have an annual rate of return, prior to expenses, of 10%. By the tenth year, your account value in Annuity ... Content Retrieval

GE Investments Funds, Inc. Total Return Fund
GE Investments Funds, Inc. Total Return Fund Semi-Annual Report June 30, 2012 ... Fetch This Document

MFS(R) Total Return Portfolio
The investment seeks favorable total return. The fund normally invests between 40% and 75% of net assets in equity secu-rities, including common stocks, Variable annuities are long-term investments designed for retirement purposes. ... Retrieve Document

PIMCO VIT Total Return Portfolio - Allianz Life Insurance ...
PIMCO VIT Total Return Portfolio3,7,10 Release Date: (Allianz Life®) for the variable annuities and variable investment options. The prospectuses contain details on investment objectives, risks, fees, and expenses, as ... Access This Document

Inheritance Tax Return Schedule - Annuities
INHERITANCE TAX RETURN SCHEDULE ANNUITIES 1. Total Inheritance Tax Return Schedule - Annuities Author: Department of Revenue Subject: Tennessee Taxes Keywords: inheritance tax, gift tax Created Date: ... Fetch Here

Gross Distribution 20 08
Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. $ 2a Taxable amount $ return. If this form shows federal income tax withheld in box 4, attach this copy to was a total distribution that closed out your account. ... Doc Retrieval

Annuity Cost Comparison Report
Annuities Compared: VS. ABC Annuity ABC Life Insurance Company Fidelity Personal FPRA I-PIMCO VIT Total Return Admin Intermediate-Term Bond — — — ... Read More

Fixed Annuities Product Guide - Visionary Marketing Group ...
(Total Return, Index, Fixed).6 Transfers between strategies. Issue Ages • 0-80 Owner/Annuitant Issue Ages • 0-80 Owner/Annuitant Traditional Annuities and Multi-Year Guaranteed Annuities. Advertising Review 800-369-5308 Fax: 515-698-2885 909 Locust Street ... Read Content