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

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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 »

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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 »

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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 »

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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 »

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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 »

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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 »

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