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2. 1035 Exchange: How To Exchange an Annuity or Life ... - AOL

   www.aol.com/1035-exchange-exchange-annuity-life...

   A 1035 exchange is a type of like-kind exchange that allows a tax-free exchange of a life insurance policy, annuity contract, long-term care product or endowment for another of a similar structure ...

3. Annuity vs. IRA: What’s the difference? - AOL

   www.aol.com/finance/annuity-vs-ira-difference...

   Similar to an IRA, money invested in an annuity grows tax-deferred until you start receiving payments. How an annuity works. With an annuity, you pay a premium to a life insurance company to ...

4. 5 Things To Do To Catch Up on Your Retirement Savings Fast - AOL

   www.aol.com/5-things-catch-retirement-savings...

   Payroll Deduction IRA. Roth IRA. Salary Reduction Simplified Employee Pension, or SARSEP. ... Tax-Sheltered Annuity Plan. Cash Value Life Insurance Plan. Guaranteed Income Annuities, or GIA.

5. 403(b) - Wikipedia

   en.wikipedia.org/wiki/403(b)

   403 (b) In the United States, a 403 (b) plan is a U.S. tax -advantaged retirement savings plan available for public education organizations, some non-profit employers (only Internal Revenue Code 501 (c) (3) organizations), cooperative hospital service organizations, and self-employed ministers in the United States. [1]

6. Individual retirement account - Wikipedia

   en.wikipedia.org/wiki/Individual_retirement_account

   Individual retirement account. An individual retirement account[1] (IRA) in the United States is a form of pension [2] provided by many financial institutions that provides tax advantages for retirement savings. It is a trust that holds investment assets purchased with a taxpayer's earned income for the taxpayer's eventual benefit in old age.

7. Required minimum distribution - Wikipedia

   en.wikipedia.org/wiki/Required_minimum_distribution

   Required minimum distributions (RMDs) are minimum amounts that U.S. tax law requires one to withdraw annually from traditional IRAs and employer-sponsored retirement plans. In the Internal Revenue Code itself, the precise term is " minimum required distribution ". [1] Retirement planners, tax practitioners, and publications of the Internal ...