Hidden Headaches of Jointly Owned Annuities Reviewed by Momizat on . Hidden Headaches of Jointly Owned Annuities Annuities are considered wonderful vehicles for savers, no more so than for married couples.  The opportunity to obt Hidden Headaches of Jointly Owned Annuities Annuities are considered wonderful vehicles for savers, no more so than for married couples.  The opportunity to obt Rating: 0
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Hidden Headaches of Jointly Owned Annuities

jointly-annuitiesHidden Headaches of Jointly Owned Annuities

Annuities are considered wonderful vehicles for savers, no more so than for married couples.  The opportunity to obtain tax-deferred growth in a non-qualified deferred annuity is a key feature, particularly for individuals in high tax brackets who have already maxed out other available tax shelters.  However, annuities present a significant complication.  Michael Kitces, FinancialPlanning contributing writer, does an excellent job describing what to look for.

To read the full article in the FinancialPlanning, click: Hidden Headaches of Jointly Owned Annuities.

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