Search Results for "deferred annuities"

Tax Considerations for Fixed-Income Investors

Learn about the tax implications of fixed-income investments, including tax-exempt vs. taxable bonds, capital gains tax on bond sales, tax-free bond conversions, tax-deferred annuities, and tax-free municipal bond funds.

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The Role of Annuities in Retirement Planning

Learn about the role of annuities in retirement planning and how they can help you achieve your financial goals. Explore the benefits and drawbacks of annuities, including guaranteed income, tax benefits, and protection from creditors.

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