Deferred Annuity

Deferred Annuity

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Deferred Annuity

Deferred Annuity definition:  A deferred annuity does not pay the account holder until a later date. The account grows tax-free during an accumulation phase, until payments begin during a distribution phase.  Contributions are tax-deductible when they are made, and distributions are taxed as income.

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