Income Intermediate: Deferred Annuities

Introduction to Deferred Annuities Annuity Basics The Features of Deferred Annuities Considerations for Deferred Annuities Summary of Deferred Annuities

Introduction to Deferred Annuities

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Learn what it means for an annuity to be deferred. Also learn some strategic considerations for investing in deferred annuities.

What you will learn

  • Annuity Basics
  • The Features of Deferred Annuities
  • Considerations for Deferred Annuities

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Introduction to Deferred Annuities

Deferred annuities are a way to build capital to provide future income for you and your heirs. Annuities are not a new financial concept. They have been around for hundreds of years as a way to make guaranteed payments to someone who cannot outlive the payments. A deferred annuity provides a convenient way to accumulate the principal to be used in an annuity.

Because they are intended for long-term growth and income, deferred annuities come with some tax advantages not found in other accumulation vehicles. If you will be looking for guaranteed future income, you ought to consider the benefits of a deferred annuity program.