Annuity Questions
Recently Answered Questions

January 26, 2023

Are funds invested in an annuity taxed the same way as funds used to buy stocks or mutual funds?
Most annuities will allow up to 10% free withdrawals per year, beginning on the 2nd anniversary year of the annuity contract...

January 22, 2023

How soon am I allowed to withdraw my funds after investing in an annuity?
Most annuities will allow up to 10% free withdrawals per year, beginning on the 2nd anniversary year of the annuity contract...

January 24, 2023

What is the minimum and maximum amount that can be invested in an annuity?
Most annuity contracts have a minimum investment requirement of $15,000 and a maximum of $1 million.

January 27, 2023

How does money that I invest in an annuity grow? What is the growth based on?
Funds invested in an annuity is referred to as “premium payments.” The premium’s growth is based on several factors:

January 13, 2023

Is my retirement income more secure if I receive it from an annuity, or from a diversified stock or mutual fund portfolio?
While investors can set up a retirement income withdrawal plan using a portfolio of stocks or mutual funds, there is always the threat of a decline...

January 4, 2023

Are annuities tied to the stock market?
A common misconception about annuities is that they are always tied to stock market performance, which isn’t the case...
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