Deferred annuity owners can access temporary, tax-free access to their account funds through an annuity loan. Generally, annuity loans can equal up to half the account balance. As long as the loan payments on time, the loan amount is not taxed. Loans and interest are paid back to the annuity account. If the owner stops […]

  We have all faced the situation of requiring extra money, either to cover eventualities, to finance projects or to buy our first car or house. However, many times we are faced with numerous obstacles on the way to obtain it. The first option that comes to mind is to apply for a bank loan, […]