Tax-deferred annuity: A tax-deferred annuity is a type of investment that guarantees payment of specific amounts of money at specific times, or a single lump sum payment. It also allows for the postponement (but not eliminate) taxes on earnings.
tax-deferred annuity (TDA) A tax-deferred annuity can help one supplement other retirement savings. Issued by an insurance company, a deferred annuity allows one to accumulate money on a tax-deferred basis for long-term goals, such as retirement.
TAX-DEFERRED ANNUITY See deferred annuity. TAX EVASION An illegal action designed to lower or avoid the taxes that one owes. TAX-EXEMPT See Tax free. TAX FREE An investment whose earnings are free from federal income tax.
A tax-deferred annuity is a contract for people who want to save on a tax-deferred basis for many years, and then convert to a payout schedule once they retire.
tax-deferred annuity
federal taxation
Flexible Premium Deferred Annuity (FPDA)
group annuity
immediate variable annuity contract
individual insurance
joint life and survivorship annuity
joint life annuity
Keynesian economics
life annuity ...
When a deferred annuity is offered as part of a qualified plan, such as a traditional 401(k), 403(b), or tax-deferred annuity (TDA), you can contribute up to the annual limit and typically begin to take income from the annuity when you retire.
A Fixed Indexed Annuity is a type of tax-deferred annuity whose credited interest is linked to an equity index; typically the S&P 500.
A 403(b) plan, sometimes known as a tax-sheltered annuity (TSA) or a tax-deferred annuity (TDA), is an employer sponsored retirement savings plan for employees of not-for-profit organizations, such as colleges, hospitals, foundations, ...
Accumulation Period - The phase of a tax-deferred annuity during which the earnings are allowed to build-up on a tax-deferred basis, prior to annuitization or distribution.
 See also: Deferred annuity, Tax-Deferred, Death benefit, Annuitant, Saving
  
|
RSS
