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Category

Tax Strategies

Tax-deferred growth and annuity tax strategies

12 articles
Tax Strategies Feb 25, 2026 13 min read

How to Do a 1035 Exchange: Step-by-Step Guide (2026)

A 1035 exchange moves your annuity to a new contract tax-free — even if it has large accumulated gains. Here's…

Elizabeth Prescott Read article →
Tax Strategies Feb 25, 2026 8 min read

How Are Annuities Taxed? The Complete 2026 Guide

Annuity gains are tax-deferred but taxed as ordinary income on withdrawal — not at capital gains rates. Here's every tax…

Elizabeth Prescott Read article →
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