In “How Annuity Withdrawals are Taxed” by Kimberly Lankford of Kiplinger’s Personal Finance, Lankford explains the ins and outs of taxes on annuities. There are 3 things that need considering when determining the taxes for annuities: whether it is an immediate or deferred annuity, with …
ING Life Insurance and Annuity Company introduced roundtable discussions for their mid market consultants and advisors, according to a company press release via PR Newswire. They consider the mid market employers to be those with retirement plan assets between $20 million and $150 million. These …
Insurance regulators in the state of New York are holding four hearings to determine if they need to add more regulations for life insurance and annuity contract sales, as written by Jonathan D. Epstein of the Buffalo News. The article, “Insurance Department mulls more oversight”, …
According to Investment Weekly News, the Monument Advisor variable annuity from Jefferson National has the most Five-Star Morningstar Rating subaccounts. Their flat-insurance fee variable annuities offer over 175 tax-deferred investment options with 50 of those having a Five-Star Morningstar Rating. Jefferson’s closest competitors are Schwab’s …
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