Skip to Main Content
Bringing Catholic Values to Life
Click to open Main Navigation

What is the difference between a qualified and non-qualified annuity?

A qualified annuity is when money is contributed pre-tax and has certain tax benefits. Please contact your tax adviser with additional questions.

A non-qualified annuity has two pieces of money: money you paid into the policy post-tax that will never be taxed, and an income portion deferred until a withdrawal is made.

Get Involved Faith, Hope, Charity, Feeding God's Children