On the annuities screen, you enter information that describes the key features of your annuity.
- This screen is intended for annuities you have or will purchase that are described as immediate annuities. If you are annuitizing some portion of your tax-qualified retirement accounts, indicate in Settings and Assumptions > Retirement Accounts that you intend to annuitize some percentage of your retirement accounts.
- For more help with the terms and fields on this page, see here: Entering Annuity
- If you need help setting up a Qualified Longevity Annuity Contract (QLAC), see here: How to Enter a QLAC
- How to Annuitize some portion of retirement accounts in an Alt Profile. See here: Setting up a Qualified Annuity as an Alternative Profile