When is this appropriate, should do when there is a loss in CV? when do the annuity fees outweigh the tax benefits? are there special rules we should be aware of when doing this?
"Guidelines for structuring non-qualified deferred annuity contracts" (suggested by Scott on 2020-12-08), including upvotes (1) and comments (0), was merged into this suggestion.
"Checklist to review varaiable annuity after surrender period is over" (suggested by Liz Cauble on 2020-09-17), including upvotes (2) and comments (0), was merged into this suggestion.
"How to properly evaluate an annuity contract" (suggested by William Werner on 2021-04-13), including upvotes (1) and comments (0), was merged into this suggestion.
"How will the distribution from my annuity be taxed" (suggested by Mike on 2018-08-30), including upvotes (14) and comments (0), was merged into this suggestion.
"Annuity review" (suggested by Kent Travis on 2020-04-12), including upvotes (8) and comments (3), was merged into this suggestion.
"When to make 1035 exchange from life insurance into annuity" (suggested by Sarah Swantner on 2019-10-14), including upvotes (3) and comments (0), was merged into this suggestion.
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