Tag Archives: nonqualified annuity
No 401(k)? Here’s Where a Nonqualified Annuity Fits for the Self-Employed
Running your own business comes with plenty of freedom, but a retirement plan usually isn’t handed to you along with it. Without an employer sponsoring a 401(k) or matching contributions, […]
What Is a Nonqualified Annuity — and How Is It Taxed?
The moment “annuity” and “taxes” show up in the same sentence, a certain kind of dread tends to kick in. It doesn’t need to. The tax treatment of a nonqualified […]
How Annuities Can Strengthen Your Retirement Plan During Financial Wellness Month
January is Financial Wellness Month — a time to reflect on your financial habits and reset your goals for the year ahead. As Intuit notes, financial wellness isn’t about wealth; […]