Non-qualified annuities are funded by dollars that have already been taxed, according to annuities expert Hersh Stern for Qualified annuities are typically tied to federally approved retirement pl... More » Business & Finance Financial Planning

Use the 1099-R form to file and report a non-qualified annuity, according to John Hancock Annuities. The 1099-R form will report the federal income tax withheld from the previous year's distributions, the gross distribut... More » Business & Finance Taxes Income Tax

A nonqualified annuity is any annuity not used to fund a tax-advantaged retirement plan or IRA, according to Amerprise. Nonqualified annuities are funded with after-tax dollars. Nonqualified annuity premiums are not tax ... More » Business & Finance Investing

Immediate annuities offering a stream of income immediately and deferred annuities providing balance growth until a future payout date are the two most common annuity options, as Forbes claims. Annuity contracts allow in... More » Business & Finance Financial Planning

Among the rules set by the Internal Revenue Service, or IRS, regarding required minimum distributions (RDS) for annuities is that once the age of 70½ has been reached, the contributor is expected to start making removals... More » Business & Finance Financial Planning

Although indexed annuities are not the riskiest investment choice available, they are not necessarily safe either, according to Financial Industry Regulatory Authority. An investor potentially receives no index-linked in... More » Business & Finance Financial Planning

Jackson National Life offers variable, fixed index and fixed annuities, according to the Jackson website. Annuities are used for retirement planning and investing, and each annuity offers different advantages. More » Business & Finance Financial Planning