Tax-favored annuities: good for your portfolio?
Article Abstract:
Variable-rate annuities are one of the few tax shelters left that gives relief to those with high incomes. An annuity can be purchased from an insurance company or a mutual fund, and should bought as a long-term investment after the buyer has maximized contributions to a 401(k) plan.
Publication Name: Nation's Business
Subject: Business, general
ISSN: 0028-047X
Year: 1993
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The surge of 'platform' annuities
Article Abstract:
Annuities are retirement-planning investments that are increasingly sold by tellers at banks and savings institutions rather than by stockbrokers or insurance agents. These 'platform' sales are expected to increase from $10 billion to $40 billion between 1991 and 1995.
Publication Name: Nation's Business
Subject: Business, general
ISSN: 0028-047X
Year: 1992
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Learning the ABCs of student loans
Article Abstract:
Several student loan programs are analyzed. Different loan amounts, payment schedules, and requirements are detailed.
Publication Name: Nation's Business
Subject: Business, general
ISSN: 0028-047X
Year: 1992
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