An annuity is not an IRA.   Most annuities are non...
Level 15

Retirement tax questions

An annuity is not an IRA.   Most annuities are non-qualified and are not eligible for rollover.   Ask the trustee of the annuity.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

View solution in original post

This widget could not be displayed.
Privacy Settings