Distribution Options for Non-Qualified Annuities Email Size 3

Distribution Options for Inherited Non-Qualified Annuities

Often times we find ourselves dealing with clients who have accumulated significant non-qualified annuity account values. Tax deferred Section 1035 exchanges, over many years, may have caused business owners, professionals or wealthy individuals to have large six figure or even seven figure account balances. In these accounts, the original cost basis continues to carry over […]