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Annuities and Senior Citizens
Senior Citizens Should Be Aware Of Deceptive Sales Practices When Purchasing Annuities
Seniors: Educate Yourself on Annuities
Over the past five years, there has been a significant increase in annuity sales to senior citizens. There continues to be confusion among consumers about annuities and some questionable sales practices. Here is some important information that will help you if you are considering purchasing an annuity.

Buyer's Guide To Fixed Deferred Annuities
Prepared By The National Association of Insurance Commissioners

Seniors: Educate Yourself on Annuities
Over the past five years, there has been a significant increase in annuity sales to senior citizens. There continues to be confusion among consumers about annuities and some questionable sales practices. Here is some important information that will help you if you are considering purchasing an annuity
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Replacing an Annuity or Life Insurance Policy under Section 1035
The replacement of an annuity or life insurance policy; i.e. the exchange of existing policies for new ones purchased from different companies without tax consequences, is called a Section 1035 Exchange
Tax Court Permits Partial Annuity Exchanges
A direct switch of a portion of funds invested in an existing annuity contract to a different annuity contract qualifies as a nontaxable exchange under Code Section 1035
A Lesson in Immediate Annuities
Single Premium Immediate Annuities (SPIAs) are purchased with a single deposit amount.
How to choose an annuity
if carefully constructed, an annuity can be an important part of your retirement planóbut they're not right for everyone.
Valuing a private annuity
As more states start using lotteries as revenue sources, CPAs will face an increased number of tax questions from winners. Recently the Fifth Circuit

 
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