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Taxes and Your Inherited Annuity

One of the perks of purchasing an annuity is the ability to pass it down to heirs when the time comes. But with this feature comes significant tax implications that your beneficiary must deal with. The potential tax liability could climb as high as hundreds …

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Annuity Firm Lincoln National Recieves Tax Relief in Indiana

The Retirement Income Reporter recently reported on annuity provider Lincoln National receiving $300 million in regulatory tax relief from the state of Indiana. The Indiana Department of Insurance is allowing the life insurance company to use a certain accounting practice with deferred tax assets that …

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WSJ Suggests Fixed Immediate Annuities for Retirees

In a Wall Street Journal article, Shelly Banjo and Kristen McNamara highlighted the advantages of fixed immediate annuities. Like standard fixed annuities, they are generally safe investments for retirees. Unlike them, these products begin making payments soon after you deposit a lump sum and provide …

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