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Retirement tax questions
There was a special tax situation (maybe still is) where you could move an IRA to an annuity and not pay penalties on the move if you are < 591/2. Only way to access an IRA without penalty. I needed money at the time. I receive form 5498 each year, and pay taxes on the annuity payments to me. Thank You.
‎October 1, 2021
3:31 PM