The jockeying and the April 15 tax deadline are timely reminders that smart retirement planning involves taking advantage of ...

Income withdrawn from all types of deferred annuities is taxed as “ordinary income,” not long-term capital gain income. This tax treatment applies to fixed-rate, fixed-indexed, variable and ...

To be clear, individuals shouldn’t avoid Taxed Later (Deferred ... state to state and you should consult a tax adviser on your individual state treatment of these instruments.