deferred annuities

Tax-advantaged life insurance products. deferred annuities offer deferral of taxes with the option of withdrawing one's funds in the form of a life annuity. Bloomberg Financial Dictionary

Financial and business terms. 2012.

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  • Deferred-annuities — Tax advantaged life insurance product. Deferred annuities offer deferral of taxes with the option of withdrawing one s funds in the form of life annuity. The New York Times Financial Glossary …   Financial and business terms

  • deferred annuity — ➔ annuity * * * deferred annuity UK US noun [C] ► INSURANCE an annuity (= yearly payment) in which an insurance company does not begin making payments until an agreed date: »Writing deferred annuities for scheme members who are still in their… …   Financial and business terms

  • Deferred Payment Annuity — An annuity where the payments received will start some time in the future, as opposed to starting when the annuity is initiated. An annuity is a financial contract that allows the buyer to make a lump sum payment, or a series of payments, in… …   Investment dictionary

  • Deferred Load — A sales charge or fee that is assessed when an investor sells certain classes of fund shares before a specified date. Deferred loads usually run on a flat or sliding scale for one and seven years after purchase, with the load/fee eventually… …   Investment dictionary

  • annuities — Contracts that guarantee income, often for an individual s lifetime, in exchange for a lump sum or periodic payment. Annuity contracts have a number of standard variants, including deferred, fixed, immediate, or variable. American Banker Glossary …   Financial and business terms

  • Single-Premium Deferred Annuity - SPDA — A type of annuity contract that is established with a single lump sum payment by the owner. The annuity then grows on a tax deferred basis until annuitization. Single Premium Deferred Annuities (SPDA) can be either fixed or variable, and… …   Investment dictionary

  • Tax Deferred — Investment earnings such as interest, dividends or capital gains that accumulate tax free until the investor withdraws and takes possession of them. The most common types of tax deferred investments include those in individual retirement accounts …   Investment dictionary

  • Annuity (US financial products) — In the U.S. an annuity contract is created when an individual gives a life insurance company money which may grow on a tax deferred basis and then can be distributed back to the owner in several ways. The defining characteristic of all annuity… …   Wikipedia

  • Annuity (European financial arrangements) — An annuity can be defined as a contract which provides an income stream in return for an initial payment.Immediate annuityAn immediate annuity is an annuity for which the income stream begins at a time after the initial payment which is less than …   Wikipedia

  • Annuity (financial contracts) — An annuity contract is a financial product, typically offered by a financial institution, that may accumulate value and take a current value and pay it out over a period of years. These contracts are regulated by various jurisdictions, leading to …   Wikipedia

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