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Deferral Period

Time before income payments begin

📘 Glossary⏱️ 3 min read🗓️ January 2026

Quick Definition: The deferral period is the time between purchasing an annuity and starting income payments. Longer deferral periods allow more growth and result in higher future income. Deferred Income Annuities (DIAs) are specifically designed for long deferral periods of 5-40 years.

How Deferral Affects Income

The longer you defer income, the higher your eventual payments:

$100,000 premium, male age 60:
→ Start income at 60: $6,500/year
→ Defer to age 65: $7,800/year
→ Defer to age 70: $9,600/year
→ Defer to age 75: $12,200/year

Deferral increases payments through:

Types of Deferral

Short deferral (1-5 years):
FIAs, RILAs, MYGAs—growth phase before activating income

Medium deferral (5-15 years):
Standard for mid-50s buyers planning retirement income

Long deferral (15+ years):
DIAs—buy in 50s, income starts at 75-85 for longevity insurance

Deferral vs. Immediate Annuities

SPIAs have zero deferral—income starts within a year. DIAs defer income for years or decades. FIAs/RILAs give you flexibility to choose when deferral ends.

The Bottom Line

Longer deferral periods significantly increase future income payments but require not needing the money immediately. Match deferral period to your actual income timeline—don't defer longer than necessary just for higher rates.