For deferred variable annuities with income riders supporting a guaranteed lifetime withdrawal benefit, the guaranteed withdrawal rates or payout rates are most typically based on the age that ...

Future income taxes are upcoming tax costs or savings due to discrepancies between financial statements and tax returns.

Deferred compensation allows individuals to delay receiving part of their income until a future date, often during retirement. This strategy is appealing for retirement savings and tax management, as ...

We recently wrote a piece showing how much income you can expect to receive every month from different types of annuities, including fixed, immediate income annuities and deferred income annuities.

Anyone who has run a business of any size understands how confusing and, at times, complex the tax code can seem. So deferred tax assets (DTAs) can be challenging. However, understanding them is ...

Discover how accruals affect company finances, with insights into the accrual accounting method, its applications, and examples illustrating its principles.

Is there a QLAC in your future? Not disability insurance from that noisy duck of TV-ad fame, but a qualified longevity annuity contract. QLACs are a new form of deferred income annuity (DIA) promoted ...