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- Tax-qualified annuities
- Plans available only to employees of nonprofit organizations, such as schools, churches, and charities, also known as 403(b) plans. When the employee makes the contribution to the annuity, it is tax-deductible. When the contract is annuitized, the entire payment is taxable as ordinary income.
Contact Us Immediately For a Second Opinion or Free Initial Consultation
Legal & Compliance, LLC
330 Clematis Street, Ste. 217
West Palm Beach, FL 33401 |
Laura Anthony, Founding Partner
e-mail: MyWebLawyer@aol.com
800-341-2684 fax: 561-514-0936 |
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