3 IRA annuity RMD traps you must avoid
May 28, 2015 by Jeffrey Levine
Whether you agree with their use or not, annuities have become popular investment vehicles for IRA and Roth IRA owners alike. Despite the fact that there is no additional tax benefit to holding an annuity inside an IRA, many of today’s annuity contracts offer certain benefits or guarantees that appeal to clients.
Like many aspects of IRA planning, however, there are certain “gotchas” and traps associated with IRA annuities that advisors must be aware of to properly guide clients. Click HERE to read the article.
Originally Posted at LifeHealthPro on May 26, 2015 by Jeffrey Levine.
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