Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about personal loans, home equity loans, mortgages and banking. She lives in North Carolina and has taught and ...

A deferred annuity is a long-term investment that grows tax-deferred and provides income in retirement. Interest earnings accumulate without immediate taxes, allowing savings to grow. Taxes are paid ...

The most common reasons to choose a tax-deferred annuity are that it allows for accumulation while also ensuring security. Since taxes are delayed till retirement, there is more compounding to augment ...

Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity ...

WASHINGTON (Reuters) - Most tax-deferred annuities have gotten a bad reputation; perhaps deservedly so. Sign up here. They carry high fees and sales charges; once you're in one it's expensive to get ...

An individual who transfers a nonqualified deferred annuity contract issued after April 22, 1987, for less than full and adequate consideration is treated as having received “an amount not received as ...

<div class="Section1">A PPVA investment is an annuity that is available only to high net worth individuals who qualify as accredited investors (and, practically ...

Please note: This item is from our archives and was published in 2004. It is provided for historical reference. The content may be out of date and links may no longer function. As a CPA and CFP, I ...

A deferred annuity is a long-term contract with an insurance company that provides future income–often for life–in exchange for premium payments, with options like fixed, variable, and indexed types ...

A deferred annuity is a popular way to structure an annuity for those seeking retirement income. An annuity pays out money over a period of time, typically during retirement, helping ensure that ...