Tax Deferred Annuity

Use tax-deferred annuities to manage your future tax liabilities   A tax-deferred annuity is a plan in which income tax on an original deposit of investment income is not charged during the investment period. The tax liability is deferred until the owner or beneficiary begins to receive (or accesses funds) periodic payments of earnings from [...]

By |2020-04-16T22:12:15+00:00June 7th, 2019|Annuities, Annuities 101|

The Tax Deferred Annuity

A tax-deferred annuity helps manage tax liability.   A tax-deferred annuity is a plan in which income tax on an original deposit of investment income is not charged during the investment period. The tax liability is deferred until the owner or beneficiary begins to receive (or accesses funds) periodic payments of earnings from the invested [...]

By |2020-04-15T21:50:32+00:00May 2nd, 2019|Annuities, Annuities 101|

What Is a 403(b) Plan?

Learn How a 403(b) Can Expand Your Retirement Options A 403(b) plan, also known as a Tax Sheltered Annuity (TSA), is a retirement plan for employees of public schools and other tax-exempt organizations. It's also called a tax-sheltered annuity (TSA), a tax-deferred annuity, or a 403(b) annuity. Only certain people are eligible to participate in [...]

By |2020-04-15T01:17:48+00:00January 23rd, 2019|Retirement Planning|