Tax-deferred Annuity 延税年金
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But he tells his clients to be wary of their instinct to defer income (such as by owning a tax-deferred annuity).
FORBES: Sidestepping Taxes
The breach of fiduciary duty allegations stem from the fact that the Plan assets are invested in a tax deferred variable annuity.
FORBES: SEC Snoozed As "Shadow Marketers" Skimmed Billions From Retirement Plans
Annuity payments can be deferred until retirement or advanced age, at which point tax would be due on the income component of the annuity payments.
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