Annuity Tax and Pension Planning
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Learn which annuity will be most beneficial to your client.Each person's needs are unique heading into retirement. Thus, there are different types of annuities from which you can choose. Annuities added to an overall retirement portfolio can provide a number of valuable benefits, including protected lifetime income. This topic will cover all the different types of annuities available along with case studies and examples.
AuthorsJames "Al" Hurt Jr., CLU,, Ballew Wealth Management
An Overview of Annuities
• Immediate Annuities
• Deferred Annuities
What Is Annuity Tax Deferral?
Tax-Free Rebalancing With Variable Annuity
Exclusion Ratio for Immediate Annuities
Turning Taxable Annuity Gains Into Tax-Free, Long-Term Care Benefits
• How Is This Done?
• What Should You Look for?
How to Create Lifetime Income With Flexibility
Avoiding the Torpedo Tax on Income Disbursements
When You Need to Separate 1099-R Statements and Why They Will Be Needed for Pension and Annuity Income
Retirement Plan and IRA Distributions
How Does the IRS Treat Distributions of After-Tax Dollars to Your Pension or Annuity?