Are Tax Advantages the Reason to have a Retirement Annuity in Your Retirement Portfolio?

by | Sep 4, 2022 | Retirement Annuity | 1 comment

Are Tax Advantages the Reason to have a Retirement Annuity in Your Retirement Portfolio?




What are the tax advantages of a fixed annuity? Do you think a fixed annuity is the most tax advantageous way to receive guaranteed income? And if not, what is the benefit of owning a retirement annuity? Watch to the end to learn.

If you have been checking out my videos, you know there are some tax advantages for a fixed annuity. This video is not focused on all of the tax implications for a fixed annuity but rather the tax advantages for a fixed annuity and why they are tax advantages.

So, watch the video till the end to learn why you want to include a retirement annuity in your retirement portfolio! Do you think it is because of its tax benefits?

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Table of Contents:

00:00 – Introduction
00:43 – Does Tax Deferred Growth = Tax Free?
01:48 – How does Tax Deferred Growth for a Retirement Annuity work exactly?
03:27 – Tax Deferred Growth – MYGA vs CD
04:05 – Summation of Benefits of Tax Deferred Growth
04:48 – What is a Tax Advantaged Deferred Annuity, and is it Tax Free?
06:30 – Are there ANY retirement products that are Tax Free?
07:40 – Why a Retirement Annuity should be included in your Retirement Portfolio!
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1 Comment

  1. Jeff Inkhobar

    So, only the original amount invested is ever taxed? The amount earned from compound interest is never taxed?

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