What is an annuity?
It's a contract between you and an insurance company. People buy annuities if they:
- Need to save significantly
- Want an investment that reduces taxes
- Want to ensure a steady flow of income
How they work
- You pay either a single premium or make payments for a set period of time in exchange for a future income.
- They should increase in value, income-tax free.
- You can request to receive payments in a lump sum or in periodic fixed amounts.
- A popular payout option is lifetime income with ten years certain. This means the annuity pays a monthly income for the life of the annuitant or for 10 years, whichever is longer.
Updated
05/04/2012