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Annuity

Annuities are tax-deferred investments that can be distributed back to the owner in several ways. The central characteristic of all annuities is the option for a guaranteed distribution of income until the death of the person(s) or named in the contract.Annuities are tax-deferred investments that can be distributed back to the owner in several ways. The central characteristic of all annuities is the option for a guaranteed distribution of income until the death of the person(s) or named in the contract.
Features of Annuities have been developed by insurance companies in order to make annuity products more attractive, including death and living benefit options, extra credit options, account guarantees, spousal continuation benefits, surrender charges and combinations thereof. Deferred annuities are usually divided into two different kinds:

  • Fixed
  • Variable

Fixed annuities offer guaranteed rate of return over the life of the contract. Variable annuities primary use is to allow an investor to engage in tax-deferred investing for retirement in amounts greater than permitted by individual retirement or 401(k) plans.
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