Blog

Can I Take a Withdrawal from My Annuity?

Posted by Bill Bruce on July 9, 2020

Annuities are insurance products designed to provide guaranteed income in exchange for an initial contribution or series of contributions. The funds in an annuity grow tax deferred, and earnings are taxed only when they are withdrawn.

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Topics: Annuities

Tax Status: Qualified vs. Non-Qualified Funds

Posted by Bill Bruce on July 1, 2020

How much do you know about qualified versus non-qualified funds? In case this topic is new to you or you're looking to jog your memory, we've laid out the basics. 

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Topics: Taxes, Retirement