Qualified Annuity

A qualified annuity is an annuity purchased through a tax advantaged retirement plan--either employer-based or individually owned--such as a 401(k), 403(b), 457 or IRA plan. For example, an annuity purchased through an employer-sponsored 401k or 403b plan would be considered a qualified annuity. An annuity purchased with funds that are in an individual retirement account would also be considered qualified. Pre-tax money can be used to purchase qualified annuities through an employer-sponsored plan.

Annuity Taxes

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Annuity Digest Buying Guide: Annuity Taxes

The following list provides links to some of the key terms discussed in this chapter on

Full List of Annuity Types

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Annuity Digest Buying Guide: Comprehensive List of Annuity Types

The full menu or “laundry list” of