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Retirement tax questions
What type of account is the annuity in? Is it an IRA? A rollover from a Traditional IRA can only go to another tax deferred retirement account. You need to ask the company that has the annuity is it is held within a Traditional IRA or is a non-IRA qualified annuity account.
**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.**
‎June 6, 2019
5:28 AM