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2. What Happens If I Surrender My Deferred Annuity Early? - AOL

   www.aol.com/happens-surrender-deferred-annuity...

   If you surrender the annuity before reaching age 59 ½, you may also be subject to an additional 10% early withdrawal penalty imposed by the IRS. For example, an annuity holder in the 24% tax ...

3. What are annuities and how do they work? - AOL

   www.aol.com/finance/annuities-163446674.html

   Annuities allow individuals to pay upfront or over time to receive a consistent income stream. Because they provide predictable income, annuities are a popular approach to securing retirement ...

4. Retirement annuities: Pros and cons of annuity investing - AOL

   www.aol.com/finance/retirement-annuities-pros...

   3. Tax-deferred growth. Money inside an annuity grows tax-deferred. Gains on the amount of premium invested in the contract grow with no taxes due until the money is withdrawn, assuming the ...

5. Form 1099-R - Wikipedia

   en.wikipedia.org/wiki/Form_1099-R

   Form 1099-R. In the United States, Form 1099-R is a variant of Form 1099 used for reporting on distributions from pensions, annuities, retirement or profit sharing plans, IRAs, charitable gift annuities and Insurance Contracts. Form 1099-R is filed for each person who has received a distribution of $10 or more from any of the above.

6. Life annuity - Wikipedia

   en.wikipedia.org/wiki/Life_annuity

   Life annuity. A life annuity is an annuity, or series of payments at fixed intervals, paid while the purchaser (or annuitant) is alive. The majority of life annuities are insurance products sold or issued by life insurance companies however substantial case law indicates that annuity products are not necessarily insurance products. [1]

7. Equity-indexed annuity - Wikipedia

   en.wikipedia.org/wiki/Equity-indexed_annuity

   The mechanics of equity-indexed annuities are often complex and the returns can vary greatly depending on the month and year the annuity is purchased. Like many other types of annuities, equity-indexed annuities usually carry a surrender charge for early withdrawal. These "surrender periods" range between 3 and 16 years; typically about ten.

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