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Type of Annuities
What is an annuity?
A Fixed Annuity?
A MYGA or CD-Type?
A Indexed Annuity?
A Immediate Anuity?
A Variable Annuity?
Features
How do they work?
Yield to Surrender
Tax Treatment
Tax Comparison
Calculate & Compare
Income for Life
Premium Taxes
Guarantee Laws
Calculators
Switch Annuities?
Taxable - Deferred
Savings Goal
What will I have??
Number of Years
Dollars Monthly?
Lump Sum
Future Value?
Charitable Gift
What are they?
Example of a Gift
ACGA Annuity Rates
Split Annuities
What are they?
Ratios & Income
Distributions
Minimum Required
MRD Calculations
Pre 59 1/2 Penalty
59 1/2 Exceptions
59 1/2 Avoidance
Rollovers and
Transfers
Whats a Rollover?
1035 Exchanges
Research and Refrence
Tax Code Online
IRS Publications

Life Expectancy
State Premium Taxes

State Premium Taxes

Some states impose a "State Premium Tax" against either the Accumulated Value of the annuity policy or the Purchase Payments. Companies deduct these taxes as incurred according to state regulations. States tax laws change, check with the company issuing your annuity policy for the most current tax status.

Taxes as of December 1, 2004

State Qualified Funds
Taxed Upfront
Qualified Funds
Taxed at Annuitization
Non-Qualified Funds
Taxed Upfront
Non-Qualified Funds
Taxed at Annuitization

California 2.35% 0.50%
Maine 2.00%
Nevada 3.50%
South Dakota 1.25%
Virgin ISlands 5.00% 5.00%
West Virginia 1.00% 1.00%
Wyoming 1.00%














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