Talk of The Villages Florida - View Single Post - A tell all book about the dark side of the personal finance industry
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Old 09-04-2023, 07:01 AM
Robbb Robbb is offline
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Quote:
Originally Posted by Caymus View Post
From what I am researching annuities are not all created equal. For me an immediate fixed income annuity could be beneficial to me in the future when I reach the RMD age.
How? Annuities are taxed as ordinary income, capital gains and dividends are taxed at a much lower rate, between 0 and 20%. So how would an annuity be beneficial when you reach RMD. In fact what does RMD have to do with it at all??