don321
Returning Member

Retirement tax questions

The first link gives a calculation, but it depends on knowing an "interest rate". There is no interest rate that I am aware of that is associated with the annuity, so I cannot do this calculation.

The second link you provided has a list of FAQ, none of which seem to address this problem. Can you be more specific?

For my last question, about whether or not the annuity is still considered to be "in plan" is that the insurance company website lists my balance as $0. They took out the funds when I annuitized.