Series 6: 6.2.8.2. Annuitization Phase For A Non-qualified Annuity

Taken from our Series 6 Top-off Online Guide

6.2.8.2. Annuitization Phase for a Non-qualified Annuity

Once a contract enters the annuitization period and the investor begins to receive payments, the IRS breaks up these monthly payments into two parts for tax purposes:

1. The original investment
2. The remainder, the earnings, which represents capital

+ Read More

More Series 6 Info

What are people saying?

Create an Account

Since you're reading about Series 6: 6.2.8.2. Annuitization Phase For A Non-qualified Annuity, you might also be interested in:

Series 26 - FINRA Public Communications Categories

Series 53 - 3.1.1.1.2. Time of Trade Disclosure

Series 50 - Arbitrage Rules

Series 82 - Communications that Include a Recommendation

Series 65 - Front Running

Series 7 - 2.8.3 Collateral Trust Bonds

Series 14 - 6.1.8.1.4. Education and Training of Employees

Series 50 - Exercise

Series 14 - 8.3.5. Fiduciary Accounts

Series 79 - Conflicts of Interest

Series 99 - 3.4.3.1 Annual Certification of Compliance and Supervisory Processes

Series 65 - 9.2.2.1 Damages and Liabilities

Series 26 - Form BD (“BD” = Broker-Dealer)

Series 66 - Fundamental Analysis

Series 14 - 5.2.4.4.3. Automatic Exemptions

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Solomon Exam Prep did it again! I passed the Series 63! Now, I'm 3 for 3 - SIE, S6 & S63 - all first try- thanks to the amazing study material! The practice exams are phenomenal!

Candace Chavez, Cetera Investment Services. Wimberley, TX.

Thanks so much for your great product. I recently used for the Series 6 and took a month to study and passed. I previously used another provider and didn't pass.

K Francis, Allstate, Sugar Land,TX

I utilized the Solomon SIE and Series 6 Top-Off study guide package. I passed on the first time by following the exact recommendations. While the test is different than the study exam questions it covers the content in a detailed way preparing you to successfully pass the exam. Great product and customer service!

Michael Gehrich, Allstate Insurance, Ft Myers, FL

Well, I am back! Solomon did it again. I passed the Series 6. All of Solomons materials throughly prepared me for the passing of the SIE and the Series 6. Whose materials will I use for the Series 63? I am glad you asked. I must say it will be Solomon Exam Prep. Thanks again, Solomon your study materials are the best!

Leanene Carriere. Houston, TX

I took a job which required me to pass the SIE, Series 6, Series 63 and Series 26. Understandably this was a pretty tall task, but the Solomon Exam Prep materials made it incredibly easy. I appreciated how well all of the material was laid out for all four tests. I stuck to the study plans that were included in the resources and passed all four tests on the first try. This was a stressful time in my life, but Solomon got me through it! I would highly recommend Solomon to anyone who is looking to become licensed. Part of my new job is managing other licensed individuals and I recently hired two employees who are now required to be licensed. I reached out to Solomon for a demo of their Admin Portal and it is wonderfully comprehensive. It allows me to track my employees progress without having to reach out and be too invasive. Excellent all around!

Stephen Carbaugh, StanCorp Equities, Inc. Portland, OR

I have passed the Series 6, 63, and 26 on my first tries, all with the excellent training offered by Solomon. I'll never use another platform for my material.

Jodee Hempel, Woodmen Financial Services. Omaha, NE