Viewpoints about Annuities
-
Considering Insurance Trusts¹ and the annuity settlement option
Passing on savings to the next generation? Your goals and possible scenarios will determine whether an annuity settlement option or a trust is the best option.
Read more
-
Protecting your nest egg after you’re gone — Annuity Settlement Option
Spacing out an inheritance: The Annuity Settlement Option
Read more
-
-
Prescribed annuities issued after 2016: Impact of the legislation
Changes made to the taxation of prescribed annuity contracts (PACs) impacts the proportion of the annuity payment that will be taxable income.
Read more
- Previous
- 1
- Next