The differences between qualified and non-qualified annuities can be likened to the differences between IRAs and Regular Post-Tax investments Annuities can be a useful tool for arranging regular ...

Steep penalties are assessed by the insurer and sometimes by the IRS if you withdraw money early from an annuity.

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Profit and prosper with the best of expert advice - straight to your e-mail. Sign up Non-qualified annuities are funded with after-tax dollars and only the interest portion of the withdrawal is ...

Tax rules can be challenging, especially when distinguishing between qualified and non-qualified annuities. Qualified annuities are funded with pre-tax money, giving you a tax break now but ...

Like other investment products, variable annuities can be held as either qualified or non-qualified for tax purposes. Qualified contracts—those held in individual retirement accounts (IRAs ...