Current Investments
 Please tell us where you are currently invested
Which of the following do you currently own?
Money Market Savings Account
Certificate of Deposit
Annuities
Mutual Fund
Stocks
Bonds
Life Insurance
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Taxes and Annuities
The most desirable feature, to most people, about an annuity is tax-deferred growth. As long as the money remains in the annuity, the earning will not be taxed. This allows you to compound money, tax-free, but eventually the money will be taxed.
Annuity tip courtesy of:
The MIQ Learning Center |
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