11 more annuity tax facts you need to know
February 7, 2014 by Robert Bloink, William H. Byrnes
An annuity is a complicated beast — and during tax season, your clients’ questions can pile up faster than hospitality complaints from the journalists at Sochi. How are payments under a variable immediate annuity taxed? When is the exchange of one annuity contract for another a nontaxable exchange? Click here to read…
Originally Posted at LifeHealthPro on February 7, 2014 by Robert Bloink, William H. Byrnes.
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