Deferred Annuity

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An annuity that defers payments to the annuitant until a (usually unspecified) later date. Deferred annuities typically pay interest on the cash buildup inside the annuity, based on one of several crediting formulas.

Popular interest crediting formulas include:

  • Fixed rate
  • Current market rate (adjustable)
  • Variable rate
  • Indexed rate (based on a call spread strategy employed by the insurance company, linked to the upward movement of a major stock market index)
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