TITLE

Variable Annuities: Are They Still Appropriate?

AUTHOR(S)
Niemeyer, A. Herman
PUB. DATE
March 1999
SOURCE
Journal of Financial Planning;Mar1999, Vol. 12 Issue 3, p68
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Discusses whether variable annuities are still appropriate. Case example; Tax rate issues; Conclusions on the criticism that the use of variable annuities are not appropriate; Reasons people should buy variable annuities.
ACCESSION #
1696699

 

Related Articles

  • DO VARIABLE ANNUITIES MAKE MORE SENSE AFTER '93 TAX HIKE? Hogan, Stephen // Journal of Financial Planning;Jul94, Vol. 7 Issue 3, p131 

    Variable annuities have become more attractive investments with the recent like in federal tax rates. However, the tax hike by itself is generally not a sufficient reason to buy variable annuities since it provides only modest benefits for most investors. Instead, more significant benefits come...

  • Estate Planning and Annuities? Greenberg, Laurence // Advisor Today;Jul/Aug2015, Vol. 110 Issue 4, p38 

    The article offers suggestions for financial advisors on how variable annuities may enhance their client's estate plan. The suggestions include using VAs as estate-planning tools as they powerful alternatives for long-term tax-deferred investing, gains on VAs taxed at ordinary income tax rates...

  • Tax Deferral: When Does It Make Sense and When Does It Cost Cents (or Dollars)? Silk, Roger D. // Journal of Financial Planning;Sep2012, Vol. 25 Issue 9, p32 

    -Most of us have absorbed the belief that tax deferral Is always better than paying current taxes -That can be true if certain assumptions are met: tax rates are uniform across income types (no difference between capital gain and other income) and constant over time (future tax rates will not be...

  • Taxable sales rise in May.  // Las Vegas Business Press (10712186);8/1/2011, Vol. 28 Issue 31, pP13 

    The article reports the increase in taxable sales in the state of Nevada which reached 3.36 billion dollars in May 2011 according to the state Department of Taxation.

  • WISCONSIN. Wirtz, Ronald A. // Fedgazette;Mar2003, Vol. 15 Issue 2, p16 

    Presents news briefs on Wisconsin as of March 2003. Gains in the rate of tax increases; Snow level in the 2002-03 season through January.

  • Can high personal tax rates encourage entrpreneurial activity? Gordon, Roger H. // IMF Staff Papers;Mar98, Vol. 45 Issue 1, p49 

    Investigates over whether high personal tax rates encourage entrepreneurial activity. Methodology used in the investigation process; Reference made to exiting income tax systems; Implications of the results.

  • Budget plan would suspend tax rollback. Lane, Amy // Crain's Detroit Business;7/1/2002, Vol. 18 Issue 26, p21 

    Reports the suspension of the government budget balancing plan in Michigan. Reduction of business tax rate; Plan on the increase of cigarette tax; Inclusion of art organizations and communities on the budget suspension.

  • GOP goal: Getting California back on course. Baldwin, Steve // San Diego Business Journal;2/19/96, Vol. 17 Issue 8, p43 

    Opinion. Comments on the GOP's efforts to get California back on track through a bill that would lower California's corporate tax rate. What happened since they took control; What critics say; Other reform measures that would help the county and the city governments and businesses;...

  • Revenue-stabilizing tax rates over the business cycle... Enomoto, Carl E.; Erickson, Christopher A. // Quarterly Journal of Business & Economics;Summer92, Vol. 31 Issue 3, p84 

    Presents a study to formulate a model of private and government sector behavior to derive a time path for tax rates. The theoretical model to determine the effect of alternate tax policies; Data and results of the study; Summary and conclusions.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics