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What Is a Deferred Annuity? Key Guide and Benefits

If you’ve been wondering what is a deferred annuity, it’s essentially a retirement savings product that lets your money grow tax-deferred until you decide to withdraw it. You can invest either a lump ...

Future Income Taxes: Essential Concepts and How They Function

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

Deferred compensation: Advantages for employers and employees

Benjamin Harvey CFP®, CPWA®, ChFC®, CLU® Founder and Private Wealth Advisor, Summation Wealth Group To continue reading this content, please enable JavaScript in ...
Morningstar

Are Annuities the Missing Piece of Your Retirement-Income Puzzle?

Annuities have a bad reputation due to their complexity, lack of transparency, and limited flexibility. However, for retirees focused on maximizing their spending in retirement, the simplest annuities ...
Forbes

3 Planning Issues At Year-End 2025 For Nonqualified Retirement Plans

Year-end is when many employees and executives choose how much of next year's income to put away for the future via nonqualified deferred compensation (NQDC) plans. Nonqualified deferred compensation ...
Nasdaq

Aptus Capital Advisors Expands Active, Options-Based ETF Lineup with the Launch of the Aptus Deferred Income ETF (Cboe: DEFR)

DEFR aims to enhance fixed income returns, with improved tax-efficiency DEFR offers a differentiated approach to fixed income. Instead of relying on the interest income from traditional bonds, it uses ...