Making Sense of Annuity Taxation

Schulaka, Carly
April 2010
Journal of Financial Planning;Apr2010 Annuities Supplement, p16
Academic Journal
An interview with John Olsen, principal of Olsen Financial Group, is presented. Olsen discusses things advisers are required to understand about annuities and taxes including the taxation of annuities. He also explains when a deferred annuity will not receive tax-deferred treatment. He further notes on the taxation of distributions from deferred annuities.


Related Articles

  • Billy Burrows: The taxi-driver approach to annuity purchases.  // Money Marketing (Online Edition);3/13/2014, p60 

    The article presents the author's views on the issues related to the selection of annuities. He says that every person should take an expert's advice regarding his/her retirement planning. He suggests to discuss issues like different available options and factors like health, effects of...

  • IFA support for flexible annuity products grows. Pow, Helen // Money Marketing;6/4/2009, p10 

    The article reports on the growth of independent financial advisers (IFAs) favouring flexible annuities for retirement in Great Britain. According to a study conducted by Lincoln Financial Group, 73 per cent of IFAs express support on offering flexible annuities to clients, compared to...

  • RETHINKING RETIREMENT INCOME. McGee, Suzanne // Financial Planning;Oct2006, Vol. 36 Issue 10, p74 

    The article discusses issues related to retirement income. Reconsidering annuities is one way financial planners are adapting their businesses to respond to the changing needs of retirees. A hodgepodge of individual portfolios, which can include a dozen or more accounts at a variety of...

  • Vanessa Owen: Retirement advice is now about managing client choices.  // Money Marketing (Online Edition);5/22/2014, p42 

    The author discusses the retirement advice on managing clients through the choices available. Topics discussed by the author include the final legislation which will change the retirement income market fundamentally, annuities as the most well-known retirement solution, and lack of awareness on...

  • Show Clients The Value Of FIAs. Ladley, Jack; Weiss, Joseph // National Underwriter / Life & Health Financial Services;2/28/2005, Vol. 109 Issue 8, p39 

    Advises financial advisors in the United States on showing clients the value of fixed immediate annuities (FIA). Success rate of retiree meeting basic needs; Incorporation of annuities into a retirement income plan; Factor of longevity in planning; Treatment of FIA as an investment; Protection...

  • Rethinking Retirement Income. Meyer, John R. // On Wall Street;Aug2011, Vol. 21 Issue 8, pA1 

    The article discusses the subject of retirement planning and how it has evolved over the past several years. It notes that opportunities abound for financial advisors who have clients in need of additional income when they retire. The author elaborates on the issues surrounding the financial...

  • 20. Integrate Income. Cornfield, Jill // Plan Sponsor;Apr2014, p10 

    The article reports on the growth in the reliable income from retirement savings of U.S. workers in 2012. Topics covered include the proportion of plan sponsors that offer income-oriented products, the percentage of those who offer in-plan annuities and number of sponsors who implement some form...

  • More Annuities Used in Income Portfolios. Waddell, Melanie // Investment Advisor;Aug2009, Vol. 29 Issue 8, p64 

    The article focuses on the use of annuities to cover the basic needs in retirement income portfolios in a downturn economy in the U.S. Financial advisors used annuities whenever they doubt their capability to construct an adequate retirement income portfolios. This has been used as an...

  • Variable Annuities and the Power of Storytelling. Wolfe, Bill // Agent's Sales Journal;Feb2011, Vol. 14 Issue 2, p26 

    The article offers the author's insights on variable annuities as part of the strategy on the retirement planning in the U.S. He says concerns on variable annuities from clients and financial advisers such as uneasiness on the performance of equity market and to run out of money in retirement....


Read the Article


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

Try another library?
Sign out of this library

Other Topics