Think of tax-deferred investments as the cruise control feature in your car, designed to optimize efficiency during a long ...

but for many Baby Boomers who have for decades saved money in tax-deferred accounts, the opposite may be true. After many years of deferring taxes, retirees are facing a sizable tax bill on ...

Benefits of annuities Annuities are tax-deferred, meaning you won't pay taxes on the initial contribution or the investment gains until you withdraw. Remember, however, that if you decide to ...

Deferred annuities offer powerful tax advantages. While annuity tax rules aren’t too complex, understanding them and properly naming beneficiaries assures you’ll get the maximum tax advantage.