Annuity Myths: Things Everybody Knows About Annuities

Employing the same reasoning that holds that an annuity is unsuitable for funding an IRA or qualified plan because it “wastes” the tax treatment that would apply if that annuity were held in “regular” (non-tax deferred) account, one would have to conclude that a small-cap, non-dividend paying, stock—or fund investing in such stock—is never suitable for funding an IRA or qualified ... ................
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