Annuity Tax Savings

How Much Could You Save in Taxes by Investing in an Annuity?

Anyone looking for tax-advantaged ways to save for retirement may want to consider annuities. Annuities usually allow unlimited after-tax contributions, and all taxes on earnings are normally deferred until you begin making withdrawals. At withdrawal, only the investment earnings on your annuity contributions are taxable.

To figure out your potential tax savings from investing in an annuity instead of a fully taxable account, complete the following and click Submit.