Annuities can be a source of guaranteed income for retirement, as well as a way to schedule payments from a structured settlement. They may be categorized as qualified or non-qualified annuities. If ...

Ashley Donohoe is a personal finance writer, Financial Planning and Wealth Management Professional and Certified Financial Education Instructor based in Cincinnati. She covers banking, loans, ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The differences between qualified and non-qualified ...

For those small business owners who want to keep more of their money and invest in a good retirement plan, a tailored qualified plan may be the answer. The main (and most crucial) difference between ...

The Internal Revenue Service has announced that billing advisory fees from an annuity in a non-qualified account will not trigger a taxable distribution. Columbus, Ohio-based Nationwide announced on ...

Some companies offer employees the option of postponing part of their pay until after they retire using what is called a non-qualified deferred compensation (NQDC) plan. The plan may be offered in ...

With taxes and dividend income, seasoned investors have learned the special qualified dividend treatment can increase their after-tax return. They tend to find some dividend-paying stocks and mutual ...

A non-qualified annuity is a type of investment product that lets your money grow tax-deferred until you start taking withdrawals. Unlike qualified annuities, which are funded with pre-tax dollars ...