Annuity Advisors

 February 05, 2012 Deferred Rates  |  Immediate Rates  |  Glossary  |  F.A.Q.  |  Contact Us  


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Types of Annuities
Deferred
Fixed
Indexed
Variable
Immediate
Combination (Split Annuity)
Terminal Funding Annuity
Private Annuity
Structured Settlement
Bonus Annuity
Certificate Annuity
Charitable Gift Annuity
Two-Tiered Annuity
Split Annuity
 
Contract Structure
Parties to the Contract
Understanding Structure
Avoiding Disasters
Contract Owner Rights
Joint Ownership
Other Types of Ownership
Duration of Ownership
Annuitant
Changing Annuitant
Beneficiary
Beneficiary Designation Handbook
Transfers on Death
Death of Owner
Stretching Non-Qualified Annuities
The Right Combo (article)
Aggregation of NQ Contracts
 
Annuity Legislation
Pension Preservation & Savings Expansion
  Act of 2003
Tax Legislation
Probate Avoidance
Partial 1035 Exchanges
Advantages of a Will
Qualified Will Disclaimers
Effective Date Chart
Investment Regulation
Tax Court Finds...
 
Rating Agencies
Rating Agencies
Rating Agency Levels
Comdex
A.M. Best
Standard & Poor's
Moody's
Fitch
Weiss Research
 
Reserves
Reserves
Reserving
Risk-Based Capital
State Guaranty Funds
State Life and Health Assoc.
Capital and Surplus
 
Wealth Transfer
SPWL
Estate Maximizer II Highlights
Estate Maximizer II Slide Show
Required Minimum Distributions
 
Miscellaneous
Annuities and MediCal
Education Savings Incentives
Retirement & Medicare
Municipal Bonds
What is 'The Fed?'
Annuities vs. Mutual Funds, Bonds and CD's
Retirement Planning Guide
 
Qualified Plans
Qualified Retirement Plans
401(k) Plan
TSAs [403(b)]
457 Plan
529 Plan (College)
Keogh Plan
Profit Sharing Plan
CODA
Simplified Employee Pension (SEP)
Stock Bonus Plans & ESOPs
Target Benefit Plan
Required Minimum Distributions (RMD)
72(q) & 72(t) Distributions
20% Withholding
IRC Section 529 Qualified Tuition Plan
 
Variable Annuities
Variable Annuities
No-Load Varible Annuities
Annuity Fees
Prospectus
Variable TSAs
Dollar Cost Averaging
VA's and Mutual Funds
Taxation of VA Death Benefit
 
Qualified Annuities
Qualified Annuities
Required Minimum Distribution (RMD)
Spousal Exception
Death of Owner Required Distributions
Distributing IRA Upon Death
Successor Beneficiary on IRAs
72(t) Withdrawals
 
 
Fixed Annuity
Buyer's Guide
Safety of Principal
Market Value Adjustment (MVA)
Annuity vs. CD
CD Questionnaire
Tax Deferred Equivalents
How Rates are Credited
Questions to Ask
Deferred Annuity Info Request
 
Immediate Annuties
Immediate Annuity
Exclusion Ratio
Is Bad Health Good?
Part of the Retirement Plan
Quote Request Sheet
 
Indexed Annuities (EIAs)
EIAs
Buyer's Guide
Why EIA is a Fixed Annuity
Participation Rates
Indexing Method Examples
S&P 500
Historical Returns of S&P 500
Annuity Quote Request
 
Taxation
2008 Tax Reference Guide
2009 Tax Reference Guide
2010 Tax Reference Guide
2011 Tax Reference Guide
Tax Forms
General Rules
Taxable Equivalent Yield Chart
Annuity Tax Legislation
Taxing Benefits of NQ Annuity
Taxation of Owner
Effective Date Chart
Exceptions to 10% Penalty (pre 59.5)
20% Withholding
Partial 1035 Exchanges
Premium Tax
Probate Avoidance
Goodman Rule
Income in Respect of Decedent
Required Minimum Distributions (RMD)
Calculating RMD
New Regulation Distribution Rules
RMD Table
IRS Announces RMD Info
2003 Jobs & Growth Tax Act
Marriage Penalty Relief
Summary of New Law
 
IRAs
Simple IRA
Traditional IRA
Moving Money into Roth
Education IRA
Which IRA?
Should I Convert My IRA?
Distributing IRA Upon Death
Spousal Exception
Successor Beneficiary on IRA
IRA and Pension Changes
Education Savings Incentives
Stretch IRAs
IRAs Compared
 
Rollovers, Transfers, Exchanges
1035 Exchanges
Partial 1035 Exchanges
Rollovers
Transfers
20% Withholding
403(b) Transfers (90-24)
Exceptions to 10% Penalty (pre-59.5)
Transfers on Death
 
Tables/Charts
RMD Table
Taxable Equivalent Yield Chart
Inflation Chart
Effective Date Chart
PS58 Rates
Annuity Table
Joint Life Annuity Table (Table VI) - Ages 55 - 64
Joint Life Annuity Table (Table VI) - Ages 65 - 74
Joint Life Annuity Table (Table VI) - Ages 75 - 84
Joint Life Annuity Table (Table VI) - Ages 85 - 94
Systematic Withdrawal Table
Tax Deferred Equivalents
Estate & Gift Tax Chart
 
Mutual Funds
Types of Mutual Funds
 


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