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Annuity Frequently Asked Questions (FAQs)

Below are some Annuity FAQs that we have collected. If you do not find the answer to the questions you have, please use either the Annuity Search Form or the Contact Form to let us know your questions.

What are the differences between Qualified and Non-Qualified Annuities?

Qualified or Non-Qualified refer to whether the money you bought your Annuity with is Pre-Tax or After-Tax.

Qualified annuities are annuities purchased in an IRA, 403(b) tax-deferred annuity, or other type of retirement plans. These annuities are bought with either pre-tax dollars or tax-deductible contributions.

Non-Qualified Annuities are those annuities bought with after-tax dollars.

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