The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  http://boards.fool.com/the-only-thing-i-did-not-see-discussed-there-i-29799603.aspx

Subject:  Re: How to make your own annuity on the cheap Date:  1/24/2012  9:20 AM
Author:  Hawkwin Number:  69986 of 86474

The only thing I did not see discussed there (I skimmed a bit), is tax deferral.

The cd earning at 2+% is taxable income so you do not get full replacement. The call option is also taxable. I see no way to recreate the tax deferral nature of the annuity.
Copyright 1996-2017 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us